James Hay Wrap benefits

Effortless portfolio management

Ease of management

• All the client’s investments in one place – including stocks and shares, ISAs, life bonds, offshore and pension investments
• One point of contact only
• Online valuations and dealing
• Limited paperwork – a single statement covers all wrap investments
• Easier client tax returns, as we provide full supporting information

Investment benefits

• Access to a wide range of investments
• Discounted funds through our Investment Centre
• Risk levels can be accurately managed
• 24/7 online access permits more timely investment advice
• Quicker implementation of investment decisions – including across the board strategic changes
• Financial Advisers can spend time on investment strategy, not administration
• Simple and transparent charges
  

Points To Consider

• The James Hay Wrap is not available to clients without a Financial Adviser
• The management of your investments may not require such a sophisticated package and associated charges. Your Financial Adviser will be able to guide you on its suitability for your needs

The management of your investments may not require such a sophisticated package and associated charges. Your Financial Adviser will be able to guide you on its suitability for your needs

Find more information on our Wrap literature page.