What are the benefits?

  • Nucleus allows you to give your clients a better service – giving them clear consolidated information on all their holdings.
  • It allows you to assess the asset mix of your clients holdings via an overview of their investments whatever the fund manger or product wrapper.
  • It allows you to develop a wealth management approach as part of the continued trend away from product focus.
  • The growing buying power of Nucleus will be to your and your client benefits in terms of both cost of administration service and cost of fund management.
  • Both IFAs and clients benefit from an obsessive emphasis on transparency. Fees for the platform are clear and simple at 0.35% of funds within the wrap. We do not accept rebates, fees or commissions from fund managers or other third parties. We do not charge fund mangers shelf space or accept advertising or sponsorship onto the platform. We believe that Open Architecture means more than unfettered choice; it also means access based purely on client need.
  • Through ownership and control of the business it allows you to exert a fundamentally higher level of influence on the process chain and hence on your customer experience. This contrasts markedly with the typical experience in the legacy world dominated by large product providers.
  • IFA investors are represented on the Nucleus Board and all investors are regular attendees at the Advisory Board where the Nucleus management account to IFA investors on the progress and development of the business.
  • Nucleus appeals to those IFAs who wish to be closely involved in all elements of the value chain from tool design through to investment solutions.
  • Specilaist groups led by investor IFAs have developed – for example in investment tools and IFA business structure. This sharing of knowledge and experience is designed to lead to best practice and the growth of a genuine centre for excellence.
  • Today most IFAs appreciate the benefits of a wrap based platform through which to best serve their clients. The key choice is between an institutionally controlled wrap and an IFA owned and controlled wrap. Our Could we be perfect partners? is designed to tell you about the kind of business we are whilst at the same time asking you to consider your own preferences. We believe that this choice is by far the single most important strategic option facing IFAs today.