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

Family Legacy

Family wealth services: Building in a more holistic approach to wealth management

May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
Family Legacy

The value of family engagement and governance in wealth planning

May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Family Legacy

How to successfully gift to heirs

May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.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.