Quality Shares Portfolio webinar
Archived article
Archived article: please remember tax and investment rules and circumstances can change over time. This article reflects our views at the time of publication.
Thank you for your interest in the webinar I am planning to host.
It will be about half an hour dedicated to answering your questions – no matter how simple or complex – live, over Zoom.
Whether you're considering investing, or have invested already, you can ask what you like – about the portfolio, my investment philosophy, the companies I have invested in and those I’ve passed on – and why. Note, this is not personal investment advice.
Reserve your place and, if you wish, submit your questions below. This will help us organise the webinar and make sure it is relevant to you. We’ll send you more information, i.e. date and time, next week.
Thank you.
Important: The information on individual company shares represents the view of Charlie as portfolio manager but it is not a personal recommendation to buy, sell or hold shares in any company. Experienced investors should form their own considered view or seek advice if unsure.
Reserve your place
Apply online now: Quality Shares Portfolio
The Quality Shares Portfolio is now open. It’s a portfolio of 15-20 global listed companies that I believe to be exceptional – you can hold it inside or outside an ISA and it’s only available to Wealth Club investors.
Once you invest, you will know exactly what you hold – what’s worked and what hasn’t. You will see every single share in the portfolio and why it’s there. You’ll receive regular insights on companies and markets. No fluff, jargon, or empty promises.
You can invest in the Quality Shares Portfolio online, if you're a high net worth or sophisticated investor. The minimum investment is £10,000; you can invest in an ISA or in a General Investment Account, subscribing new money or transferring existing investments.
Wealth Club aims to make it easier for experienced investors to find information on – and apply for – investments. You should base your investment decision on the offer documents and ensure you have read and fully understand them before investing. The information on this webpage is a marketing communication. It is not advice or a personal or research recommendation to buy any of the investments mentioned, nor does it include any opinion as to the present or future value or price of these investments. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.