Cambrian Associates has appointed Penny Wareing as Wrap Implementation Manager to roll out its bespokse fund management platform across the business and offer customers added benefits sucgh as more regular fund reviews and switching.
Cambrian Associates' Wrap is an active fund management system which allows
clients with multiple plans to manage them in a single location, manage funds
online and get family discounts.
Most importantly, Wrap monitors the performance of all funds in the company's
portfolio, recommending the best and excluding those which are not performing
from recommendation to clients. Cambrian Associates' clients can opt for Gold,
Silver or Bronze service levels, with 'Gold' clients having funds reviewed on a
quarterly basis.