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Welcome to Select Wealth Management

Select Wealth Management (Select) makes sophisticated investing easy, benefiting both you and your clients.

As a wrap service, with new ‘ready-made’ portfolio options that make investing even easier, Select offers you administration and consolidated reporting provided by Aegis, the market-leading investment platform. You also have the comfort of knowing that the investment options are selected and monitored by JMIS, the independent investment consultant to Select.

Using this portal gives you on-line access to your client details, valuation summary, cash balances and transactions, and investment additions and withdrawals. You can also down-load specific reports.

Full reporting is sent to your clients every six months and a tax report is sent after the end of each financial year.

If you have any problems accessing this ‘Select portal’, please contact your Investment Development Manager or the Select Team on 0800 653 000.

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