Keeping you informed

24/7 access to your account

In addition to our traditional paper-based reporting, we have a custom built and secure online portal, Wealth Online. Here you can view information about your portfolio including valuations, transaction histories, corporate actions and transaction schedules. You can also download any reports into a CSV file format for more detailed analysis. We believe in transparency, meaning access to every element of your portfolio no matter how small.

Regular updates

  • Investment Market Update - our monthly Investment Market Update contains all you need to know on the latest market movements and investment trends. You can see previous articles and videos published on The WealthHub.

  • News & Views - News & Views is our quarterly publication taking a closer look at some of the themes and trends affecting investment markets. Each quarter we pick out interesting stocks, sectors and offer ideas and help with financial planning. You can see our latest edition of News & Views below:
  • Intelligent Investing - on the first Monday of each month, we publish Intelligent Investing for our advisory stockbroking clients. It includes our current view of the market as well as a range of thought-provoking investment ideas. Please speak with your Stockbroker if you’d like to receive this. If you are an advisory client, your personal Stockbroker will provide additional investment ideas arising from our expert market analysis and Quest® interrogation.

Important Information

Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.

Your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.