For clients using our Wealth Management Programme, CAM can provide access to comprehensive portfolio administration platform or “Wrap”. This is a service which creates a single, consolidated view of all your investments – savings, pensions, shares, cash, property – offering some very useful advantages:
- All your investments can be visible and accessible in one place.
- Keeping track of your entire portfolio becomes a simple task with up to the minute valuations available in “real time”.
- More effective management of your assets as a single portfolio rather than a multitude of different plan and accounts, enabling your Financial Planner to optimise the performance of your assets and ensure that you are not exposed to any undue levels of risk.
- Vastly reduced paperwork and increased efficiency which enables your Financial Planner to help you focus on ensuring the correct overall strategy is in place to achieve your objectives.
- Access to significantly lower portfolio charges and world class “institutional investment managers” not generally available elsewhere.
- Online access to your investment portfolio account.
- The infrastructure, legal framework and security behind the CAM Wrap is provided by one of Europe’s largest and most successful financial services groups, a FTSE 100 company with market capitalisation of some £7 billion. This provides our clients with reassurance and peace of mind in respect of the professional administrative services provided through CAM Wrap.
- http://www.mywrapaccount.co.uk
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