The Churchill Group

"Offering bespoke strategies built around your needs."
About The Churchill Group
The Churchill Group takes a holistic approach to each client need, leveraging our global platform to provide investment management, banking, lending and access to J.P. Morgan's Investment, Commercial and Business Bank divisions.

Investment management

  • Asset management and discretionary mandates
  • Market execution: equities, fixed income, foreign exchange and options
  • Hypothecation and paid security lending

Banking and lending

  • Deposit accounts and a full suite of banking capabilities
  • Mortgages, security-backed lending & margin
  • Bridge financing and custom lending

Access to J.P. Morgan's global capabilities

  • Industry coverage
  • Mergers & acquisitions
  • Capital markets
  • Corporate financial advisory
  • Business banking, treasury solutions, custom lending
  • Business advisory & deal team construction

Meet Our Team

Insights

Investing

How much of your portfolio should be in non-U.S. stocks?

July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Family Legacy

Creating meaning in the send-off: A guide for families with college-bound children

July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Investing

What is the electric vehicle (EV) boom?

July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.