About Fundcraft
Fundcraft is a research-led investment firm dedicated to resilient compounding. We blend systematic insights with human judgment, measure risk in scenarios rather than only statistics, and translate complexity into actions you can live with. Our promise is simple: thoughtful process, clear reporting, and decisions aligned with your goals.
Principles
We design portfolios to be durable across regimes, not perfect for the last cycle. Evidence guides our decisions, but humility keeps us adaptive. We keep costs low, taxes sensible, and liquidity aligned with real needs. Communication is concise and candid so you always know what changed, why, and what happens next.
Evidence, not noise
We prioritize signals that survive out-of-sample tests and different markets, favoring robustness over precision that won’t travel.
Risk first
We control drawdowns with sizing, liquidity discipline, and optional hedges so you can remain invested through stress.
Aligned incentives
Transparent fees and reporting keep incentives clear. We only recommend tools that make the policy work better.
Simplicity on the surface
We hide the plumbing, not the risks. You get clean reports and a one-page summary you can review in minutes.
Our story
Fundcraft began as a collaboration between portfolio managers and planners who wanted better conversations with clients. The early focus was on risk: why big losses derail plans and how to build buffers without killing compounding. Over time, we formalized a process grounded in policy statements, scenario testing, and concise reporting. Today we partner with families, foundations, and entrepreneurs who value clarity and discipline over hot takes. We keep learning in public through our Insights library and refine our methods as data and markets evolve.
Years building
Client retention
Locations
Fee transparency
Team
Our multidisciplinary team spans portfolio management, behavioral finance, and tax-aware planning. We share a bias for testing ideas, documenting decisions, and communicating plainly.
A. Morgan
Chief Investment Officer
Leads portfolio research, risk systems, and investment policy design across mandates.
S. Patel
Head of Planning
Coordinates wealth plans, tax-aware implementation, and client reporting cadence.
J. Nguyen
Research Lead
Builds datasets, tests signals across markets, and maintains methodology notes.
Governance and conduct
We operate with policies that align to UK conduct standards and data protection rules. We clearly explain risks, fees, and conflicts, and we keep decision records for auditability. We do not promise outperformance; we promise discipline and transparency.
- Conduct aligned with UK FCA principles
- Data protection practices consistent with GDPR
- Clear disclosures and client reporting
