Flexible support for your Centralised Investment Proposition
Ready-made investment solutions
We offer a range of managed portfolios from over 100 discretionary managers, including active, passive and sustainable options. Or you can choose from a suite of multi-asset solutions.
Your investment proposition will be managed by experts, removing risk from your business and freeing up your time to spend with your clients.
Build your own investment solutions
Our market-leading technology makes it easy to run your proposition, with simple trading processes and a full audit trail to satisfy your compliance requirements.
Extensive investment choice for your clients
Investments available from external providers
Wrap SIPP
- External deposit accounts from a range of well known banks and building societies
- Structured product solutions from a range of the leading providers
- Guaranteed savings options with National Savings & Investments
- Smoothed and fixed income investments from insurance company Trustee Investment Plans.
- An extensive range of off-platform discretionary managers in addition to those available on our Managed Portfolio Service.
International Portfolio Bond
- External deposit accounts from a range of well-known banks and building societies
- Structured product solutions from a range of the leading providers
- An extensive range of off-platform discretionary managers in addition to those available on our Managed Portfolio Service.
Cash solutions and other investments
Wrap Personal Portfolio
Offering your clients a range of cash deposits from bank and building societies, provided by Bondsmith.
More about integrated cash solutions on Wrap.
Wrap ISA
Clients with a Wrap ISA can invest in the Wesleyan With Profits Growth fund. It aims to provide steady investment growth over the medium to long-term by spreading money across various asset classes, and smoothing returns to help mitigate day-to-day market volatility.
Clients wanting to invest in this fund will need to receive the supporting documents, including the fund factsheet, key features and terms and conditions. These can be downloaded direct from the Wesleyan website.
Corporate actions and fund updates
Ready to sign up?
If you want to sign up to Wrap you just need to complete our online form, we’ll do the rest.
Want to find out more?
Contact our business development team to discuss your needs and how we can help.
More Wrap information
Help & support
Find guides, FAQs and contact details if you need support. Our dedicated teams are here to help.
Charges & interest rates
Reductions to Wrap's rate card and a new, simplified pricing structure can help you deliver more value to clients.
Products
Wrap offers a variety of products to help your clients' save for the future.