Our low-cost fee structure and improved returns aims to provide the best value in the industry
Unique to the industry, Wieldmore offers transparent and low prices. We are able to do this by leveraging the latest technology and a focus on customer centricity throughout the organisation
Our 3 levels of service:
If you prefer to make your own investment decisions but seek outside, expert advice on the composition of your portfolios or individual investments, our advisory service is for you.
We assess your requirements, goals and existing portfolio and lend our expertise to provide you with suitable advice.
Managed Bespoke Portfolios
Constructed to meet your objectives, your portfolio is based on our relative value analysis and fundamental research, underpinned by our expertise in global equity and fixed income markets.
We combine highly liquid assets with electronically-traded instruments in a multi-layered investment process to create an appropriate and suitable portfolio for you.
Your personal portfolio is then actively managed and we keep you up-to-date with regular, easy-to-digest reporting.
Managed Model Portfolios
We are running four standard investment portfolios, with risk-return strategies set to match the different levels of risk appetite. In each case, our target is to maintain the credit and risk profile of a chosen investment market benchmark but in comparison, deliver superior returns.