New: Wealth Club Portfolio Service

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.

Today, we are launching our new Wealth Club Portfolio Service. The idea was born of personal experience – perhaps you'll relate to this, too. 

I've been investing for 34 years and built a significant portfolio of investments in ISAs, pensions and just on their own. I liked them at the time. But are they still right for me? Am I taking too much risk – or not enough? Am I well diversified? Could I save on charges?

We created the Wealth Club Portfolio Service to provide a solution: well-diversified portfolios, managed by our experts, which don't have too much in any one asset class or fund manager, aiming to deliver enhanced performance in the long term – not guaranteed. 

These are the type of portfolio a private bank or wealth manager might build for you – but without the hefty price tag. In fact, you could pay around 40% less than you would if you used an adviser and roughly the same if managing a typical fund portfolio yourself on a DIY platform. Note, the service does not provide personal investment advice. 

To my knowledge, there is no other online service like this, specifically for wealthier and more sophisticated investors. Indeed, I have transferred a large chunk of my own investments. 

Important: The information on this website is for experienced investors. It is not a personal recommendation to invest. If you’re unsure, please seek advice. The Wealth Club Portfolios are managed by Wealth Club Asset Management Limited, a wholly owned subsidiary of Wealth Club Limited.

How does the Wealth Club Portfolio Service work?

Our portfolios invest in a diverse mix of 30–45 actively managed and low-cost index funds as well as investment trusts. They give you exposure to equities and bonds from around the world but also infrastructure and other private assets; from mainstream managers such as Artemis and Fundsmith to those you might be less familiar with such as Comgest, Dodge & Cox and Brookfield.

There are five investment portfolios – Conservative, Balanced, Growth, Adventurous Growth or Income. You choose which you think is best for you, based on the level of risk you are comfortable with. We do the rest: make the investment decisions and regularly rebalance the portfolio. 

Wealth Club Portfolio Service – well-diversified, no-hassle portfolios: we do the legwork

These portfolios have been over two years in the making. We have reviewed 2,509 funds and investment trusts. We have done all the time-consuming legwork so you don't have to. 

You can invest through an ISA, SIPP or General Investment Account (GIA). You can invest new money or transfer existing investments – perhaps you have a collection of investments on a DIY platform, a portfolio with an adviser you are no longer in touch with, or pensions scattered around the place with different providers.

The Wealth Club Portfolio Service could provide you with a best-value, sensible long-term home for you wealth.

The minimum initial investment is £100,000 (in aggregate across ISA, SIPP and GIA) and the first application deadline is 6 March. 

Who manages the Wealth Club Portfolio Service?

The portfolios are managed by our Head of Investment Research Jonathan Moyes and his team. Jonathan previously co-managed £400 million across over 10,000 discretionary investor portfolios at award-winning wealth management boutique Whitechurch Securities. 

Under Jonathan’s tenure, from 2011 to 2019, the average portfolio in each risk category significantly outperformed the average wealth manager. His portfolios also consistently won awards for their risk-adjusted performance (PAM Award – 2016, Portfolio Adviser – 2014/16/18, Citywire – 2014/15/16), and he is a Chartered Fellow of the CISI. Past performance is not a guide to the future. 

Register your interest

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.