M&G Wealth

The M&G Wealth (formerly Ascentric) wrap is dedicated to empowering advisers to manage wealth. It enables advisers to view, hold and trade their clients’ investments online. Advisers and their clients can access a wide range of wrappers and a large investment range on the platform.

Visit The Website

Available products & wrappers

General investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Other

						SSAS, QROPS, MIP, Structured Products

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

Table of charges

	Platform charges	Product charges	Other charges
0-£999,999	0.30% (£15 min charge per month)
£1,000,000 - £2,999,999	0.10%
£3,000,000 - £4,999,999	0.06%
£5,000,000 +	Available on request

Research, tools and information

Data + Tools

Ascentric Fund Research Centre, portfolio builder and management, fund comparison and shortlist, FE analysis, X-ray tools, fund factsheet and various 3rd party intergrated tools.