Investment Management Platform
One of the most effective and sophisticated ways of designing an investment solution strategy is the use of a platform (wrap) that allows us to manage your investment portfolio in an efficient and effective manner.
The Zurich or Openwork platform is a secure, online account that brings all of your investment and pensions together, allowing you to view them in a single environment.
Your investments, including stocks, shares, ISAs, Self Invested Pension Plans (SIPPs), onshore and offshore bonds, and collective investments can all be seen as a whole, thereby allowing us to create a seamless portfolio of investments that fully interacts with each part of itself.
The wrap solution is particularly powerful in achieving lower initial charges and discounted annual management charges, thereby allowing your investment to grow in a less heavily charged arena.