Stefan invests with Nutmeg because he likes the portfolio transparency and how we treat our customers.
Stefan, a finance manager, has been living in the UK for about seven and a half years. A few years ago, he started to have extra money in his pocket and decided to find ways to make it do more. For him, key criteria when deciding who to invest with were returns, fees and accessibility.
“I’m not an investment expert, but I do know my way around these kinds of things.”
Stefan researched Nutmeg’s history, how it was started and the people who started it. He was reassured knowing that the people behind Nutmeg had good reputations. And he liked that the founders started the business, in part, to disrupt the investment management industry.
Knowing he could trust us to deliver on our basic promises was another important deciding factor for Stefan when he first considered investing with Nutmeg.
Stefan understands investing. He believes that, when it comes to Nutmeg, it’s simple mathematics. In his opinion, he pays low fees, gets good returns and the rest takes care of itself.
“…the way they treat their customers, the care they put into the product, all the explanations, the customer service…basically, whenever they do something, they do it for you.”
The best thing for Stefan was that he didn’t have to do any research in terms of how Nutmeg invests the money because of the transparency: he could see how the portfolio was structured, pick his risk tolerance, and just go for it.
For Stefan, given what he pays, he sees Nutmeg as a great bargain.
Hear what other Nutmeg customers say
This is the third article in a five-part series where we talk to our customers about their financial goals, investments and experiences with Nutmeg. Read about Ben and Neil or watch the videos to hear from others.
Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance and forecasts are not reliable indicators of future performance.