Deposit £500k+

Generation

Manage wealth and build a legacy with a dedicated team of experts when you deposit £500k+ across your Wealthsimple accounts.

A dedicated team of experts to optimise your wealth

Your Wealthsimple advisers will deliver sophisticated financial advice whenever you need it - all at a 0.5% management fee (plus fund fees averaging 0.20%). Our experts have years of experience advising clients of all net worths, including retirees, professionals, and business owners.

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Planning for your financial future

Your dedicated adviser will design a customised budget and cash flow plan based on your financial goals. Whether that's establishing smart timelines or preserving wealth for future generations.

Portfolio monitoring tailored to you

Keep your portfolio on track through monthly calls and portfolio monitoring with your dedicated adviser. They'll ensure your investments are always optimised for your goals and timelines, even when life unexpectedly changes.

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