Introducing InterestMe Wealth

An intelligent, well maintained investment strategy plays a key role in helping you to realise your financial goals. As a forward thinking fund manager, we are both agile and thoughtful in our approach. Our aim is to make institutional quality investment services available to everyone. To do this, we apply five core principles to managing your funds.

Our Approach

We deliver superior investment performance through a combination of investment strategies, tools and expertise that are normally only available to institutions and the ultra-high net worth community. Our Investment Committee researches investments using a ‘top-down approach’, first deciding the asset allocation, analysing economies and industries before arriving at suitable securities to achieve the exposure we think offer the best risk-adjusted return for our clients. Once your portfolio has been executed, we ensure its ongoing success using continuous monitoring and risk analysis.

The Highlights

All portfolios are risk-rated and tailored to your needs and aspirations

Invest from just £15,000 – giving you access to an investment management service usually only available to ‘high net worth’ investors

Bespoke portfolio option for those with more specific requirements, from just £125,000 investment

Choose from a range of risk rated Portfolio Services aimed at meeting your investment objectives

Portfolio continuously monitored by an experienced investment manager

Our core principles

Asset Allocation

We create diverse, multi-asset class portfolios in order to weight your investments in the most beneficial way.

Strategic and Tactical

We take a strategic approach to optimise your returns and apply a tactical asset allocation overlay to make reactive decisions.

Risk and Reward

We understand the mitigation of risk is key to our clients. Our Investment Professionals spend as much time on diversifying risk as trying to attain returns.

Portfolio Tailoring

Our investment portfolios are designed around you, dependant on your aspirations, priorities and your appetite for risk and reward.

Portfolio options

We have three service offerings to choose from, depending on your needs and aspirations.

Core Total Return Portfolios

Our risk-rated offering for investors with time horizons of five years and over. These portfolios are built around our core philosophies of active management, enhancing yield, staying fully invested and maintaining diversification.

Passive Portfolios

Risk rated portfolios for those who want their money to grow over the longer term through an intelligently packaged portfolio with minimal tactical interventions.

Bespoke Portfolios

This service offering is for people who have a portfolio of greater than £125,000, with specific investment objectives. If you opt for this portfolio, a wealth manager will work with you to design a portfolio tailored to your needs.

Our service commitment to you

We work hard to provide you with a professional service that is transparent, affordable and personalised.

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