We work closely with our clients to provide a range of financial services which meet their individual requirements. Find out more about how they benefit from our personalised approach.
Our fully researched wrap propositions enable us to hold and trade financial assets electronically. Reducing our own costs and those of counter-parties – such as investment management houses and life assurance companies – the wrap means that we can pass on most of the financial savings achieved directly to our clients.
- Because we are able to buy most funds on a ‘creation’ basis, there is usually no initial charge (which can typically be as much as 5%, making this is a significant saving).
- Our wrap platform also enables us to offer clients live valuations of their investments via our website, 24/7. Current clients click here
- You may hold almost any financial asset via our wrap, including gilts, shares, bonds, national savings, cash and bank/building society deposits, as well as collective funds such as OEICs and unit trusts and ISAs.
For more information, simply call us on 020 7709 5560 or complete the online contact form.