More than a decade ago we launched the UK’s first wrap service. The rest, as they say, is history.
We were the first to launch a wrap service in the UK – back in 2000. We harnessed technology and systems already developed and pioneered in Australia, where wraps were originally developed. This meant we were able to benefit from proven technology and a wealth of insights gained from a more established market. To this we added our own in-depth knowledge of the UK investment market to ensure that we ended up with a highly refined wrap service designed to suit the needs of many UK advisers and investors.
Since then we have gone from strength to strength, to become a market leader in the UK wrap sector with more than £20 billion in over 120,000 Portfolios*. Transact isn’t the only wrap service available in the UK, or always the cheapest, but we believe for many financial advisers – and their clients – we are the best.
We have grown and developed as the market has evolved and we are totally committed to the market for the long term. We continue to invest in technology, training and the development of new useful tools to help advisers provide the best financial planning service imaginable.
*As at December 2015