We make use of the latest technology to manage your assets. We utilise Raymond James Investment Services Ltd 'wrap account', which is significantly more advanced than traditional stockbroker or private client dealing systems. It provides the following advantages:

• Limitless Investment options - We can deal in stocks and securities from over 30 stock markets globally, access more than 20,000 unregulated and regulated collective investment funds from all global domiciles and all major currencies.
  
  
• Coherent Investment options across products - We can arrange these investments across the whole universe of product wrappers, i.e. via a PEP/ISA, pension, unit trust, offshore life assurance bond and directly invested portfolio – functionality that has previously been unavailable to UK private clients.
  
  
• Independence - Collins Ward retain the decision making process for choice of product providers, ensuring that we can utilise best of breed products from across the marketplace rather than relying on wrap providers' proprietary products.
  
  
• Enhanced financial security - All assets are held in nominee form by the custodian, Pershing Securities, who are one of the largest global custodians. All Pershing accounts are insured via CAPCO, which provides insurance for the value of your account above the current UK consumer statutory protection level.
  
  
• Sophistication yet simplification - Consolidation of your overall assets to one custodian, meaning hitherto unavailable analysis, reporting and administrative benefits including consolidated valuations across your personal accounts, resulting in considerably reduced paperwork for you the client.
  
  
• Cost saving - We can access institutionally charged investments which are unobtainable to retail investors. This results in significant cost savings and access to more sophisticated offerings only previously available to institutional investors. Raymond James' charges are exceptionally competitive, in some cases less than half the annual cost of other wrap providers, such as Transact.
  
  
• Tax reporting - We can provide annual capital gains tax (CGT) and income tax distribution reporting to your nominated tax adviser.