&me&me is primarily an app-based investment service powered from M&G Wealth and powered by Moneyfarm. It is targeted primarily at younger investors who need a straightforward investment service. They offer two types of portfolios, Classic and Targeted, which are overseen by the M&G Wealth team. Available accounts include ISA, Junior ISA and general investment account with a pension ‘coming soon’.
Barclays Plan & InvestBarclays Plan & Invest is Barclays' digital investment service. Only Barclays customers can use the service, which is access through online banking or the Barclays app. Customers are recommended a managed portfolio of the bank's preferred choice of active and passive funds. Investments are managed by the bank's team of investment experts, a service that was previously only available to customers with large amounts to invest. Barclays has partnered with Scalable Capital to provide the service.
BeanstalkBeanstalk app is designed to make it easy to invest for your family. Within the app, you can invite others to contribute, set up a regular savings plan, or top up whenever you like. They offer a stocks & shares ISA and JISA.
Brewin Portfolio ServiceThis is Brewin Dolphin's online, accessible service with a minimum investment of £500. Investors pick from one of six risk-rated portfolios based on risk tolerance and investment objectives. The overall charge is made up of Brewin’s management fee of 0.70% and portfolio costs that range from 0.11% to 0.23%. (more…)
Circa5000Circa5000 (formerly Tickr) is a robo adviser which provides access to investments which have a positive impact on the world. Its aim is to build social responsibility into investing and do so through their 5 (self-explanatory) portfolios: Climate Change, Disruptive Technology, Equality, and Combination. For example, the Climate Change portfolio aims to provide ETFs which invest in global clean water and energy. (more…)
Clim8Clim8 is an app-based robo adviser which provides access to six investment themes: Clean Energy, Clean Technology, Clean Mobility, Sustainable Food and Circular Economy, Clean Water and Recycling. All portfolios have three risk-ratings of cautious, balanced and adventurous and have a focus on sustainable investing. Clim8 has its own team in-house to identify suitable investments and the portfolios are looked after by Wealthkernel.
DodlDodl is the brand new, low-cost, app-only platform from AJ Bell. Dodl has two main objectives: keep things simple and low cost. To make your investment decisions easier, you’ll pick from a straightforward range made up of funds, exchange traded funds and shares through an ISA, LISA, Sipp or GIA.
EQ Investors – Best Ideas Portfolio
EQ Investors is a financial planning firm and wealth manager with a strong focus on impact/ethical and low-cost investing. Investors can choose to use its planning service or invest directly in its portfolios.(more…)