Our Multimanager services can be used in conjunction with a number of investment wrappers.
Here we pinpoint some new business opportunities.
- Offshore investments
Offshore investment opportunities - Pensions
Pension opportunities - PEP/ISA consolidation
ISA rules and consolidation of PEPs into ISAs - Private client portfolios
Mercater’s discretionary managed service - Trustee investments
Investment duties of Trustees - Protected Rights
New legislation permits self investment of protected rights pensions.