What's Wrong With Traditional Investing?

Traditional portfolios protect a client's capital by distributing investments across a wide range of assets and by and large this type of approach works well. However, each investment comes with its own fees and charges, its own paperwork and endless administration.

This system can work when it's not necessary to make changes. However, for most clients changes are inevitable and the traditional method of working doesn't easily accommodate them and it can be difficult or impossible for a client to obtain real time valuations of assets.

WRAP - The Future Investment Model

The WRAP works by unifying all your various assets and investment plans to a central point.

It's simple to construct - choose from an extensive range of asset options and specialised tax wrappers to create a portfolio that suits your circumstances. Select the income you want, if needed, and arrange for regular withdrawals and transfers to your bank account.

In most circumstances it's possible to incorporate existing investments into the WRAP.

Simplicity of management - all information, as well as instructions to buy and sell assets, are accessed through one point of contact allowing management of your affairs to be dealt with efficiently.