Investment Platform/Wrap
keep all your investments wrapped up in one...
Our Investment Platform or 'Wrap' option provides a single, consolidated view of your entire investment portfolio offering some very useful advantages:
- A range of tailored, diversified, risk graded portfolios.
- Online access and valuations available in 'real time'.
- Access to significantly low portfolio charges and world class investment managers.
- Streamlined management of your investments ensuring you are not exposed to any undue levels of risk.
"A wrap account is an administrative service that combines – or 'wraps' – all of a client's investments into a single account. This means that their total portfolio can be viewed at a glance and involves a huge reduction in the amount of paperwork. It is not a product in which to invest, but rather a service.
"Available online, a wrap allows advisers to manage all their clients' assets in one place, whether these are held directly or through a 'tax-advantaged' wrapper such as an ISA or a pension. 24/7 acces to client portfolios allows them to offer a more efficient and valuable ongoing service than has historically been possible."
Nucleus - Oct 2006
For a free initial chat to discuss your individual requirements please call us on 01903 770767 or contact us for more information
