The value of investments can go down as well as up, and your clients could get back less than they paid in. Laws and tax rules may change. Tax treatment will depend on individual circumstances, including where your clients live in the UK. This information is based on our understanding at June 2020.

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New to Wrap?

Learn why our sophisticated wealth management platform could be a great choice for your business and your clients.

Why use Wrap

Explore the Wrap platform

Briefcase

Product wrappers

Manage different types of client portfolios with ease. Wrap supports a broad range of efficient tax wrappers to help ensure tax free allowances and exemptions are fully optimised.
Briefcase

Product wrappers

Manage different types of client portfolios with ease. Wrap supports a broad range of efficient tax wrappers to help ensure tax free allowances and exemptions are fully optimised.
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Portfolio management technology

Our investment technology never stops innovating. We’re committed to ensuring Wrap is a platform fit for the future and able to meet the needs of the changing industry.
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Portfolio management technology

Our investment technology never stops innovating. We’re committed to ensuring Wrap is a platform fit for the future and able to meet the needs of the changing industry.
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Wrap charges

Our simple charging structure represents fair value for advisers and their clients. Additional benefits are available for wealth clients with over £1 million in platform eligible assets.
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Wrap charges

Our simple charging structure represents fair value for advisers and their clients. Additional benefits are available for wealth clients with over £1 million in platform eligible assets.
Diversification

Wrap funds

Wrap gives clients access to thousands of funds, multiple asset classes and the ability to add specific funds or investments on request.
Diversification

Wrap funds

Wrap gives clients access to thousands of funds, multiple asset classes and the ability to add specific funds or investments on request.

More Wrap features

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Pre-funding

We pre-fund new investments, fund switches, tax relief and rebalances. So your client’s money is invested quicker and for longer.

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Drawdown Price Lock

Help to maximise client savings with our full drawdown flexibility and our new, innovative Drawdown Price Lock.

Discover our Drawdown Price Lock

More resources for advisers

 

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  • Get in touch with your usual Wrap contact
  • Call us: 0345 279 1001

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