Private investors

Nucleus helps professional advisers provide a enhanced service for their clients, this section of our site is designed to give private investors an insight into the role Nucleus plays in the wealth management process.

What is Nucleus?

Nucleus was established in 2006 to help private investors in the management of their wealth and long term financial plans by bringing together professional financial advisers and their clients to create a community dedicated to building a centre for excellence. Discover more ››.

What is a wrap?

At its core a wrap is effectively a technologically advanced filling system for your long term investments. It allows you to look at your investments as a whole and to assess their progress and value at a glance of a single screen online 24/7. Discover more ››.

Client portfolio example

Clients can view ther portfolio 24/7 online. To see an example of a clients account click here ››.

Fund managers

Nucleus offers access to a broad range of fund managers offering over 2,200 individual funds. We seek to provide a wide choice of funds in every sector to allow advisers to put together the best possible client solution.

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