How Nutmeg works for £500k+ portfolios

We work with a number of individuals such as entrepreneurs, sports personalities and executives who trust Nutmeg to invest their core wealth in our globally diversified, multi-asset portfolios.

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With investment, your capital is at risk.

High quality wealth management

Convenient

  • An investment strategy in line with your risk preferences, delegated to a professional investment team

  • Client centric user experience

  • 24/7 mobile access

High Performing

  • Private wealth peer group leading performance

  • Award winning

  • Institutional quality investment and risk management

Efficient

  • Long term macro approach with passive ETF implementation

  • Proprietary platform technology

  • In-house trading expertise

Book a call with one of the team

Alex

Alex Longton

Portfolio Manager

Alex looks after our clients with £500,000 or more to invest. He joined Nutmeg in 2013 from Coutts & Co, where he was a portfolio manager for high net worth investors.

Lisa

Lisa Caplan

Head of Financial Advice

Lisa is a chartered financial planner highly experienced in delivering financial advice to a range of people at different stages of their lives.

Tom

Tom Kieldsen

Financial Adviser

Tom is a financial adviser at Nutmeg. He joined in April 2018 following more than 11 years at Coutts & Co. Tom is able to provide you with bespoke financial advice unique to your circumstances.

Book a call

If you would like to understand more about Nutmeg's offering and how our modern approach to wealth management can work for you, click the link above to book a call.

Investment styles

Nutmeg uses technology and expertise to help clients towards their financial goals in an efficient and low cost way. We offer robust, high performing investment portfolios which are delivered in three distinct styles:

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Fully Managed

These portfolios are proactively managed by our experienced investment team. This means we'll make strategic adjustments to try to protect against losses and boost returns.

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Fixed Allocation

These portfolios are designed to perform without intervention. By that, we mean we'll keep you invested in assets that match your risk level, and only review those assets once a year.

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Socially Responsible

These portfolios are proactively managed, and they're designed with social responsibility in mind. We’ll make regular strategic adjustments with a view balanced between performance and ethics.

A simple fee structure


Investment value Fixed allocation Fully managed Socially responsible
Nutmeg fee on up to £100,000 ... ... ...
Nutmeg fee beyond £100,000 ... ... ...
+ Investment fund costs Avg ... Avg ... Avg ...
+ Effect of market spread Avg ... Avg ... Avg ...

All figures represent per annum costs

When investing, regardless of your provider, there are always some underlying costs.Learn more about them, and how we try to keep them as low as we can so you get better net returns.



state-street

Assets segregated with State Street

customer-service

Dedicated support team

PAM

AWARDS

2018

Private Asset Manager Awards 2018:
Digital wealth solution

£0

No transaction fees

£0

No set up fees or
exit costs

responsive

Online & mobile access 24/7

state-street

Assets segregated with State Street

customer-service

Dedicated support team

PAM

AWARDS

2018

Private Asset Manager Awards 2018:
Digital wealth solution

£0

No transaction fees

£0

No set up fees or exit costs

responsive

Online & mobile access 24/7

Nutmeg's track record

We are proud to have an investment track record of over 7 years.

Capital at risk - simulated past performance is not a reliable indicator of future performance.

Average competitor returns

Nutmeg returns

This graph shows returns for four of our fully managed portfolios since inception at 30 Sep 2012 to 31 Oct 2019, arranged according to risk level, together with the average competitor returns at equivalent levels of risk. Numbers are simulated based on Nutmeg trading data with actual trades carried out at market prices.

Learn more about performance calculations | See performance in more detail