How Does

It Work ?

Investing doesn’t have to be complicated. If you are already a client, our simple online tool makes it easy to choose a fund that could be right for you.

The value of investments can go down as well as up and you may not get back the full amount you invest.

FIVE

SIMPLE STEPS

Coutts Invest guides you through the steps needed for you to reach your investment decision. You can also easily track how your investments are doing through Coutts Online.

EaSily Accessible

Via Coutts Online

From the Wealth Overview screen of your online account, click on the Coutts Invest button. This will take you the Coutts Invest page where you can find out more and make an investment.

Choose How

You Want To Invest

You can invest through an ISA or open a general investment account. You can also choose to transfer your existing ISAs to Coutts Invest.

Choose How Much

To Invest

You can get started with as little as £500 and make regular contributions from £50.

Choose

Your Fund

We have funds suitable for conservative investors through to those with a more adventurous attitude. Our forecasting tool will show you how much you might get back from each of our five multi-asset funds depending on how long you want to invest. 

 

Keep Track

Of Your Investment

To see how your investments are doing just log in to your Coutts Online account. From there, you’ll be able to  make changes to the amount you have invested or change your fund in just a few easy steps.

The value of investments can go down as well as up and you may not get back the full amount you invest.

It is important to know that our non-advised service through Coutts Invest does not provide investment advice or recommendations. The value of investments can go down as well as up, so you could get back less than you invest. Your capital is at risk. If you are unsure about an investment, you may wish to seek personal financial advice. If you have higher priority needs you should consider these ahead of an investment in Coutts Invest.

The maximum total charge for investing through Coutts Invest is 0.95% of the value of your investment. This is broken down into a maximum 0.35% platform fee, and a 0.60% fund fee known as the Ongoing Charges Figure (OCF).
 
Our fees are reviewed from time to time and we will let you know in advance if there are any changes that will affect you.
 
The platform fee:

The platform fee varies depending on the value of your investment – see the table below for how it works:
Tier Value of your Investment
Platform fee Rate
1 £0 to £250,000 0.35%
2 >£250,000 to £500,000 0.25%
3 >£500,000 0.10%

Ongoing Charges Figure (OCF):

Each fund has its own OCF which will vary depending on the costs of the underlying investments. This will not be more than 0.60%. The OCF is made up of an annual management charge and other expenses relating to the underlying investments. To understand our fees in more detail please refer to the Fees and Charges Tariff within Coutts Online.

Start Investing

Discover how Coutts Invest can meet your needs

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Become a client

When you become a client of Coutts, you will be part of an exclusive network.

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