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.

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.

Who can open a Zurich Portfolio?

You can open a Zurich Portfolio and products held in it as long as you’re…

  • at least 18 years old,
  • a UK resident and UK resident for tax purposes for at least 6 months or, a crown employee serving overseas, or spouse or civil partner of a crown employee serving overseas.

Sorry, you can’t take out a Zurich Portfolio if you are a US national.

How to open a Zurich Portfolio

Your Zurich Portfolio is automatically opened when you start an account. You don’t need to do anything extra.

Free accidental death cover

You’ll get free accidental death cover for a year from the date the Zurich Portfolio started.

You can read more about this in the Key features of Zurich Accidental Death Cover.