If you want to make more of your investments and leave the hassle of selecting the investments to us, we have two options for you to consider – the Wealth Club Portfolio Service and the Quality Shares Portfolio.
You can invest through an ISA or SIPP (Self Invested Personal Pension): you can make new subscriptions or transfer existing investments. If you have used up your allowances, you can also invest through a GIA (General Investment Account).
Our discretionary Managed Portfolios are long-term investments which can fall as well as rise in value; returns are not guaranteed. They are for investors happy to make their own investment decisions – they are not personal advice. If unsure an investment is right for you, please seek advice.
| Managed portfolio name | Investment type | Minimum investment | Geography | Initial charge | Annual custody charge | Annual management charge | Next deadline | Invest now |
|---|---|---|---|---|---|---|---|---|
Quality Shares PortfolioFind out more |
Discretionary Share Portfolio
|
£10,000
|
Global
|
Nil
|
0.25%
|
1%
|
|
Apply Online |
Wealth Club Portfolio ServiceFind out more |
Discretionary Portfolio
|
£10,000
|
Global
|
Nil
|
0.25%
|
0.35%
|
10 Sep 2025
|
|
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