In January 2018 Wealth Club acquired Clubfinance.
I’m a Clubfinance client – what does it mean for me?
You can continue to benefit from the services Clubfinance offered, alongside new features we hope you’ll consider an improvement.
I have a Cofunds / FundsNetwork / Old Mutual Wealth account
You can still log in to your account from this website, using your log in details. Your account settings, including your fee profile, remain unchanged.
We have tried to make the Fund supermarkets sections of the website more user friendly. Now all the documents you need – from Terms and Conditions to application forms – are in one place.
I invest in VCTs / EIS / SEIS / IHT portfolios
The change of ownership in Clubfinance does not affect any investments you have made in the past.
To make new investments, please visit the Wealth Club website. You will benefit from additional information and functionality.
More investment information
We go beyond simply making available the provider documents. We review each product on our website: we consider factors such as, but not limited to, past performance, future performance potential, level of risk, experience of provider or team behind the investment.
Investors can benefit from:
- Expert impartial investment reviews on over 70 investments from all the main providers – we add new offers most weeks
- Updated performance information
- Exclusive video manager interviews
- Question-and-answer sessions with the managers
- Detailed research reports covering the investment strategy, target returns, fees, risks and manager track records
Easier to invest – including online applications
Wealth Club was the first service to allow investors to invest in VCTs online. When an online application is not available, we work with providers to make applications short and easy and whenever possible we cut steps out. For instance, we won’t ask you to send us proof of identity or address unless strictly necessary – we’ll do an online check instead.
Easier to manage your investment – online portal
When you invest through Wealth Club, you get access to the Wealth Club Portal, the first and only online portal where you can log in and see all your alternative investments in one place.
Starting with an overview of your portfolio you can then drill down to look at each investment and holding: its cost, latest value, your profit and loss, and the effective return – that’s the profit and loss plus any income tax relief.