Our Portfolio Platform
HCI WRAP
A 360° Solution
We'll Manage
Your Portfolio
HCI’S WRAP platform provides access to over 3,500 Funds via Standard Life, including mutual funds, insured funds, discretionary investment managers and managed portfolio solutions.
Standard Life was selected through a rigorous due diligence process which is repeated every year to ensure that the strict criteria are met.
By using the WRAP platform, we can help you to construct a portfolio from a huge selection of Funds which accurately reflects your investment attitude and meets your objectives, whether growth, income or some combination of both. This tremendous investment choice enables us to consistently recommend high-quality and suitable investments, tailored to your specific needs.
Log-ins are available, and valuations can therefore be obtained at any time. Our WRAP platform offers an advisory process with Fund recommendations made quarterly, and progression of ISA allowances via OEIC to ISA transfers recommended in each subsequent tax year.
Annual rebalances are advised in January to ensure that any portfolio drift is corrected, which therefore maintains the portfolio’s alignment to your attitude to risk.
Capital Gains information is provided in the July Reviews.
Our Other Financial Service Solutions
Need Another Service?
We’re delighted to provide a full and robust financial services solution. Why not take a look at our additional services?