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Expertly curated investments to create a diversified, personalised portfolio tailored to your goals.
Expertly curated investments to create a diversified, personalised portfolio tailored to your goals.
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Please remember, investing should be viewed as longer term. Your capital is at risk - the value of investments can go up and down, and you may get back less than you put in.
The ultra-wealthy invest in core stocks and bonds for growth, stability, and wealth preservation, creating a foundation to weather volatility and explore higher-risk opportunities.
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Begin with a core of low-cost global stocks and bonds for growth and stability.
Manage your core investments in an ISA to shield gains from tax.
Align your portfolio with your specific goals and values by building a custom index, removing certain assets or categories.
Adjust exposure to match your preferences or avoid certain assets.
Traditional customised portfolios have high minimums and fees. We offer the same tailored experience at a lower cost.
Shape your portfolio around the trends that excite you. Thematic investing lets you tap into high-growth opportunities in industries like AI, clean energy, and healthcare. Just like the ultra-wealthy, you can focus on the sectors and strategies you believe in - positioning yourself for the future while diversifying your investments.
Our Core Investment portfolios track a market index, aiming to replicate its performance. These strategies provide broad market exposure and while incurring lower fees than actively managed funds.
Our direct indexing and soon to launch thematic portfolios, allow you to tailor your portfolio to fit your world view, exposure and personali situation. Whether that's removing certain stocks, or increasing your exposure to certain themes, Sidekick let's you build a more tailored relevant portfolio just for you.
Interactive Brokers is a global broker and acts as the custodian for Sidekick's core investment portfolios, holding client assets and ensuring regulatory compliance.
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