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How does WiP work?

The WiP service provides discretionary investment management for:

  • private individuals (including ISAs)
  • family trusts
  • charities
  • companies
  • personal pensions (SIPPs, SSASs)
  • international portfolios
  • offshore wrappers

The service works on a number of levels to provide clients and their advisors with a comprehensive menu of high quality front, middle and back office investment services. These can range from the core discretionary service, where the client becomes an investment management customer of GBIM, to include also platform-based services, and management of a discrete fund for a distributor.