Investment Portfolio Options

How should you hold your investments?

Many people have various kinds of assets: cash, shares, collectives, Venture Capital Trusts, Personal Equity Plans, Individual Savings Accounts, Enterprise Investment Schemes, Property, Trusts etc. The more diverse your portfolio and the greater the number of holdings within it the greater the headaches in managing it and keeping track of performances and tax certificates etc.

Advances in technology allow us to offer a number of solutions, which enable you to keep your existing holdings but access them through one source.

If suitable, we will encourage you to hold your investments on either a Fund Supermarket or a Wrap Platform according to the nature of your holdings.

You do not sacrifice any of the diversity or advantages of a widely spread portfolio and in most cases you will be able to keep your existing holdings.

The advantages of this approach are numerous. Please click on the options above for a full description of each.