Zurich Portfolio | Zurich

Zurich Portfolio

The Zurich Portfolio lets your adviser bring your investments together into one place, to create a single home where you can hold your investments and savings.

This enables your adviser to:

  • keep track of your investment portfolio on a daily basis

  • view your personal portfolio online so that they can find out how much you’re worth on a daily, weekly or yearly basis

  • to see what you have invested in previously, how your investments have changed, which investments have performed well, and what your current assets are

  • access a range of tools to help them manage your money effectively and efficiently.

And by investing through a Zurich Portfolio you can benefit from:

  • having the choice from a range of funds and investment plans to suit you

  • a straightforward charging structure so you know how much and what you're paying for

  • agreeing how you want to pay your adviser upfront.

Who provides the Zurich Portfolio?

The Zurich Portfolio is provided by Sterling ISA Managers Limited, trading as Zurich.

Sterling ISA Managers Limited, authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales under company number 02395416. Registered Office: The Grange, Bishops Cleeve, Cheltenham, GL52 8XX.

Find out about our investment and savings plans available through the Zurich Portfolio

New to investing?

Investing can be a daunting prospect but in reality it can be more straightforward than you might think.

A wide range of investment funds

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We offer access to over 3,000 funds covering asset classes to suit all types of goals and attitudes to risk.

Understanding investment fund charges

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Find out about the various charges and expenses that apply to the funds you invest in.