Inclusive Charges

Introduction

Vanquish operates on an all inclusive charging structure so you always know exactly what you are paying and do not have to cross reference different fees and documents. There are no extra costs for platform, tax wrappers or financial and tax planning.

Our Charges

Our only charge is the annual portfolio fee, as set out below. There is no initial charge, no exit charge, no platform charge and all financial and tax planning support, information, guidance and forum services are included.

Managed Index

0.65%

This is the equivilant of £6.50 a year for each £1,000 invested. If your £1,000 grows to become £2,000 your charge will become £13 a year.

Sectors & Themes

0.85%

This is the equivilant of £8.50 a year for each £1,000 invested. If your £1,000 grows to become £2,000 your charge will become £17 a year.

LifeStages

0.95%

This is the equivilant of £9.50 a year for each £1,000 invested. If your £1,000 grows to become £2,000 your charge will become £19 a year.

LifeStyle

This is the equivilant of £10 a year for each £1,000 invested. If your £1,000 grows to become £2,000 your charge will become £20 a year.

Inclusive Support

In addition to general and technical assistance, we are always at hand to provide you with information, guidance and personal financial and tax planning support. There are no additional charges for this.

All Clients

Forum

All clients benefit from our open forums where we answer all of your investment related questions and provide information and guidance to assist you in your financial and tax planning.

£100k+

Private

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 guidance and support.

£500k+

Tailored

Clients with excess of £500,000 invested in our portfolios receive a dedicated account manager to ensure a personal understanding of your circumstances and provide more tailored assistance.

£1m+

Bespoke

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.

Please note that whilst all our support levels are personalised, we do not provide financial advice or product recomendations.