Wealthify

Wealthify is a digital managed platform. The comparison records the service as a digital managed-investment platform. Account types in the reviewed material: ISA, General investment account, Junior ISA, Pension.

Recorded investment access covers Managed portfolios. Underlying portfolios are diversified; the platform is UK-centric. Multi-currency support is recorded as no – not positioned as a multi-currency dealing platform. Not relevant to the managed proposition. For a client who may change country, those fields matter because market access, currency and product range are recorded separately and do not automatically travel with the client.

Yes – the core proposition is managed portfolios. A direct platform account is structurally different from a wealth manager that agrees a mandate, and from an adviser or broker that introduces the client to another firm. The client deals with the platform named here.

New accounts are mainly for UK residents. Channel Islands residents can open a general investment account. Moving abroad may restrict contributions or continued service, depending on the destination. The customer agreement says moving abroad can restrict further investment and, in some cases, the service itself. Product availability, the contracting entity, regulation, account eligibility, currency handling, fees, custody and investor protection can differ by country. Those points sit in the questions below rather than being treated as settled by this profile.