Advice Process

The Elevate Wrap

We employ processes and systems which maximise the efficiency and effectiveness of our client services. Incorporated into the advice and service clients receive from us is an innovative technology known as a Wrap.

As a result of an exhaustive and objective analysis and due diligence, Searchlight Investments has selected the ELEVATE Wrap platform, built by AXA, to use in our investment work for clients.

Benefits to you;

  • Control – Investing through Elevate makes it possible for you and Searchlight Investments to construct a cost-efficient, tailored portfolio
  • Choice – We want you to have access to as wide a range of funds and direct investments as possible and currently Elevate offers 1,700 funds as well as equities, gilts, exchange traded funds and investment trusts
  • Clarity – You’ll have 24 hour access to an online, up to date view of your investment portfolio valuations and composition in one place, on one screen, no matter how broadly you have invested
  • Versatility – If you want to keep in touch with how your investments are performing at any time, online valuations will be available through the same secure website.
  • Value – Elevate is able to negotiate rebates on your behalf from the fund and investment providers – these are passed on in full.
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