Wraps
print
print   

  Private Client -> Wraps

The Cartlidge Morland/Ascentric wrap is a platform enabling us to hold and trade financial assets electronically.  This reduces our own costs and those of counter-parties such as investment management houses and life assurance companies.   Much of the financial saving is passed on directly to our clients.

  • We are able to buy most funds on a ‘creation’ basis, which means that there is nil initial charge. (As initial charges are typically as much as 5% this is an important saving.)

  • The investment management houses rebate part of their investment management fees directly to the client bank accounts held on our wrap platform.  These rebates are worth up to 0.75% pa x value of investment.

  • The wrap platform enables us to offer clients live valuations of their investments 24 hours a day via our web site.

  • Clients 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, unit trusts, ISAs and PEPs.

Phone us on 020 7709 5560 or complete the online contact form