Why a co-ordinated strategy works

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From Archive 03 November 2003

By PWM Editor

Wrap accounts are clearly gaining in popularity. The idea is that a client has a single co-ordinated investment portfolio employing a strategy across a variety of investment ‘pots’ or sub-accounts. These accounts might be allocated for specific purposes such as short to medium term funds, a longer term portfolio and a pension. More likely, they are divided up into different investment ‘wrappers’ that afford a variety of tax breaks.

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