ABOUT US

WHERE WE LEAD
OTHERS MAY FOLLOW.

Coming at it from a better place.

OUR BACKGROUND

Hubwise was developed by a group of highly experienced financial services industry professionals – including stockbroking and clearing service CEO’s, advisers, clearing and settlement system authors, and the COO of a large back-office offering. Collectively, we could see a gap in the platform market for something which did everything advisers want from their system.

To address this need, we created Hubwise.

Our strength comes from seeing things differently to the rest of the marketplace and we’re determined to continue with that approach. Hubwise is and always will be an intuitive and comprehensive platform for the adviser and investment communities, led by the requirements of those very communities.

MEET THE TEAM

Angus Macdonald

Chief Executive Officer

Angus has almost 30 years’ experience in financial services, covering most aspects of the industry from system design and installation to establishing and running a fully regulated outsourced clearer with many different types of clients and 10s of Billions of AUA. Angus was one of the original architects and authors of JHC’s FIGARO product, developed as the key integrated system for brokers and investment managers and used by major institutions, and it was his vision to develop a business that automated funds administration and settlement that saw Hubwise established in 2011. Angus studied Applied Physics at university in Scotland, loves music, racquet sports and tackling mountains whether in the lakes or the Munro’s north of the Border.

Jeff Plowman

Chairman

Jeff’s career has spanned some 50 years with a number of diverse roles including institutional research, private client stockbroking, pension fund management and corporate treasury. Jeff has sat on a few boards, including CEO positions at Dealwise, Fyshe Horton Finney and then SVP of TD Waterhouse. Jeff is a Fellow of the Securities Institute and has sat on various industry committees. Jeff lives with his wife near Harrogate and finds he increasingly appreciates the finer things in life (it’s his age!) – golf, Aston Martins, good wine and the quiet beauty of Jersey.

Gary Kenny

Chief Technology Officer

Gary held a variety of IT roles before his introduction to financial services as Programme Director of Charles Schwab Europe, where he designed and implemented rolling settlement and Crest. Gary was CTO of OMX Securities between 2002 and 2009 and he is a director and founder of Safe Financials, which he founded in 2000; Safe Financials have been successfully operating the Crest simulator since then and provide testing and support services with over 60 million messages being processed annually. In his younger days, Gary was in the army. Now he races cars in his spare time, has a passion for black labradors and is something of a whisky connoisseur.

Viki Heminsley

Chief Operating Officer

Viki started her career in financial services over 25 years ago with ShareLink and then with Charles Schwab Europe, gaining experience throughout the organisation and specialising in Brokerage Operations and Programme Management. She joined OMX Securities in 2004 and was appointed Chief Operating Officer in 2006 where the operation had in excess of £5.5billion assets under administration and settled over 6000 trades daily worldwide. Following the sale, to TD she continued to be accountable for the institutional operation before joining Hubwise in 2012. Viki spends as much of her free time as possible riding across the beautiful Cannock Chase in sunshine, wind and rain. She enjoys an eclectic taste in music and can sometimes be found crowd-surfing or in the mosh pit at a serious music venue in Birmingham!!

Amir Hakim

Head of Propositions

Amir has been working at the heart of the global financial services industry for more than twenty years, his expertise covers a broad spectrum of the market from private client wealth management to global custody to investment banking. Amir's pedigree and understanding of wealth trends and challenges in a highly regulated financial world is apparent, with time spent supporting and leading strategic customer-facing projects within complex businesses including BNP Paribas Securities Services, BNY Mellon Pershing and Societe Generale Securities Services.

Amir brings a welcome new perspective to Hubwise, where in his role as Head of Propositions, Amir will work closely with clients, partners and other market participants to drive our long term growth strategy and to ensure Hubwise continues to innovate and proactively address the constraints faced by wealth managers and intermediaries as they grapple with operational inefficiencies and poor technology.

Jeff Harvey-Wells

Head of Business Development

Jeff brings over 20 years of experience specialising in selling complex and high value technology, administration and custody services to a broad section of the financial services market including wealth managers, asset managers and investment banks.

Prior to Hubwise, Jeff helped to successfully launch and grow new franchises at two of the largest European banking groups, Societe Generale and BNP Paribas, by disrupting the established service providers and models.

Jeff also previously helped to build a 'material disruptor' in the UK wealth management sector at OMX Securities, where he was responsible for attracting some of the largest and highest profile wealth managers and retail stockbrokers to OMX's new investment platform.

At ADP (now Broadridge) Jeff sold technology and bureau services to wealth firms and institutional broker-dealers where he spent some time based in the USA.

Jeff started his career working for Lloyds Bank International / Lloyds Bank where he held a variety of positions working on domestic and international infrastructure projects.

DUE DILIGENCE

YOU DON’T HAVE TO TAKE OUR WORD FOR IT

In today’s regulatory environment, we understand that any decision about your platform is an important one. When considering a platform, both Hubwise and the FCA encourage you to think about:

  • the platform provider (e.g. their reputation and financial standing)
  • terms and conditions of using the platform
  • charges – including actual cost, charging structure and transparency of charges
  • range of funds, tax wrappers and other products available
  • range of asset classes
  • functionality (e.g. the ease of switching or re-registering off Platform, or recording legacy assets)
  • accessibility
  • additional tools (e.g. risk profiling and asset allocation tools)
  • support services (e.g. help facilities and training)
  • where the future platform direction will be

You can download the full Hubwise due diligence document here.

You can also view our full Pillar III Disclosure here.

DUE DILIGENCE OUTCOMES

Hubwise was assessed by RSMR, a dedicated financial research and consultancy firm, in August 2016. A selection of their comments can be found below.
“With the combined interface of UK and Pan-European funds and the ability to trade LSE quoted securities (equities, ETFs and Investment Trusts) in either bespoke or model portfolios the Hubwise Platform is one of the most comprehensive propositions within the platform market.
It has a clear and transparent charging structure and is one of the most competitively priced propositions.
Hubwise only operate on a B2B basis with the platform being branded for each user which ensures brand allegiance plus client sovereignty. The “Campaign Manager” software allows users to support model portfolio management with minimal administrative input.
Supporting and designing its own software and infrastructure allows Hubwise greater flexibility and speed to market than others relying on third parties.”

PRESS AND MEDIA

FeaturedPress and media
November 16, 2017

IN THE PRESS: We’re proud to announce that SCM Direct are the first adopter of Hubwise Portfolio.

Gina Miller-led manager launches new Sipp as it reforms fees SCM Direct has tweaked the…
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Press and media
October 31, 2017

In the press: Hubwise Portfolio: the first wealth platform in the UK to combine trading, administration, custody and model unitisation

We have been featured in several publications for our Hubwise Portfolio platform launch... Hubwise Portfolio:…
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