WHERE WE LEAD
OTHERS MAY FOLLOW.
Coming at it from a better place.
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
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.
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.
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)
- 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.
You can view our Hubwise Platform terms and conditions here.
Click here to view our Hubwise Best Execution Policy.
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