At a glance
Introduction
How you choose to invest your money is a personal choice, shaped by your preferred approach, previous experience and how involved - or not - you want to be in the decision making. We offer a range of ready made solutions, each with full ongoing support.
Our Portfolios
We offer a broad range of investment portfolios, enabling you to track markets as a whole, or select from the individual sectors and stocks we consider have the strongest potential to outperform.
If you prefer, we can manage the investment decisions and for you to your selected objective and corresponding risk/reward level. Alternatively, we can managed the entire journey for you.
Vanquish Index is a range of global stock market and fixed interest tracking portfolios that enable you to select your preferred equity to fixed interest exposure.
Unlike conventional index trackers, Vanquish Index benefits from active management, enabling the investment team to exercise discretion and respond to adverse economic conditions and market downturns.
Managed Index
Active Stocks
The Vanquish Active Stocks strategies are concentrated, fully managed portfolios of individual equities. Each stock is hand picked to represent what the managers consider to be the most compelling opportunities in their sectors.
This is an ongoing process. Our investment team employs continuous stock research and market analysis to monitor positions and make adjustments to best support each portfolio’s objectives.
Vanquish LifeStages manages all of the investment decisions for you. It blends active stocks, index trackers and fixed interest securities in the appropriate proportions to match your chosen investment approach at each life stage.
Whether you are looking to accelerate growth, diversify your returns, balance income with ongoing growth, take a more secure approach, protect existing gains or reserve money for withdrawal, LifeStages manages your money accordingly.
LifeStages
LifeStyle
Vanquish LifeStyle manages both the investment decision and the risk/reward levels for you. It is designed for those who prefer everything managed for them, or those unsure of the right level of risk and reward to take and when this should be changed.
Our managers handle every decision on your behalf, selecting the most appropriate risk profile for your investment horizon and objectives, adjusting it as you approach your target date(s) and managing all underlying investments in line with this strategy.
Our Support
In addition to general and technical assistance, we are always at hand to provide you with financial and tax planning support, information and guidance.
There are no additional charges for this.
Forum (All Clients)
All clients benefit from our open forums where we answer all of your investment related questions and you can share ideas and experiences with other like minded investors.
Private (£100k+)
Clients with excess of £100,000 invested in the Vanquish Portfolios also have off-platform access to our experts for private financial and tax planning support in greater depth.
Tailored (£250k+)
Clients with excess of £250,000 invested in our portfolios receive a personal account manager for greater understanding of your personal circumstances and more tailored assistance.
Bespoke (£1m+)
Once your assets with Vanquish reach the £1m mark you are eligible for our bespoke service, which includes personalised solutions in line with your specific requirements.
Our Accounts
You can open your Vanquish account online in just 10 minutes. Switching from other providers and making new contributions is simple, you just give us the detail and we take care of the rest.
Account Opening
Opening your Vanquish ISA, SIPP and GIA accounts is simple using our online portfolio builder.
Our minimum investment requirement is £20,000, which can be spread across accounts.
Switching/Transfers
Moving existing ISA, SIPPs and GIAs to Vanquish is simple and takes minutes.
You simply give us your current providers details and we take care of the rest for you.
Lumps Sum Investments
You can make lump sum contributions to your accounts via bank transfer.
There are no additional minimum investment amounts or requirements.
Regular Contributions
You can make fully flexible regular contribution to your accounts via Direct Debit.
Again, there are no additional minimum contribution requirements.
Our Charges
Whichever approach you select, personalised support, financial and tax planning guidance and all platform costs (including SIPP, ISA and GIA accounts) are all included.
There are no additional charges for these.
Managed Index
Style - Managed Trackers
Initial Charge - None
Exit Charge - None
Annual Charge - 0.65%
Active Stocks
Style - Managed Stocks
Initial Charge - None
Exit Charge - None
Annual Charge - 0.85%
LifeStages
Style - Multi-Managed
Initial Charge - None
Exit Charge - None
Annual Charge - 0.95%
LifeStyle
Style - Fully Managed
Initial Charge - None
Exit Charge - None
Annual Charge - 1%
Our Factsheets
Our portfolio factsheets are updated monthly and can all be downloaded below.