£300,000 minimum invested

£0-£1,000,000 at 0.5%

>£1,000,000-£2,000,000 at 0.25%

remaining value above £2,000,000 at 0%

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The maximum charge would be £7,500 pa for investments of £2,000,000 or more.

Cash Strategy

​£150,000 minimum invested

£0-£300,000 at 1%

>£300,000-£1,000,000 at 0.75%

>£1,000,000-£2,000,000 at 0.5%

remaining value above £2,000,000 at 0.25%

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The maximum charge would be £13,250 pa for the first £2,000,000 invested plus 0.25%pa above £2,000,000 invested 

Single fund strategy

£300,000 minimum invested

£0-£1,000,000 at 1%

>£1,000,000-£2,000,000 at 0.75%

>£2,000,000-£3,000,000 at 0.5%

remaining value above £3,000,000 at 0.25%

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The maximum charge would be £22,500 pa for the first £3,000,000 invested plus 0.25%pa above £3,000,000 invested

Model portfolio service

£1,000,000 minimum invested

£0-£2,000,000 at 1%

>£2,000,000-£3,000,000 at 0.5%

remaining value above £3,000,000 at 0.25%

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The maximum charge would be £25,000 pa for the first £3,000,000 invested  plus 0.25%pa above £3,000,000 invested

Personalised portfolio service