Control your client's investments and create capital value

Investment bonds

Wraps allow IFAs and investors to manage money and rebalance portfolios more easily, but because of their relative newness it is not easy to compare their cost to alternatives

It seems that the arguments for an IFA to adopt a wrap-based business model are well rehearsed, for example, the ability to improve both practice productivity and profitability and to begin to create inherent value within the business. Broadly speaking, they seem to be well understood by most advisers, yet overall adoption of wrap platforms remains modest. There are a number of potential reasons for this but perhaps two of the most significant lie in the fact that while many understand the concept of wrap, far fewer actually understand the practicalities, such as: How do you transfer clie...