PLATFORM

OPPORTUNITY
THROUGH INNOVATION

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Standing above the crowd…

WE SEE THINGS DIFFERENTLY ON: TRANSPARENT PRICING, CLIENT SOVEREIGNTY, WHITE-LABELLING & INVESTMENT OPTIONS.

Modern in-house developed technology for forward-thinking advisers, wealth managers and planners. Hubwise embellish your proposition by providing a more cost effective solution, offering a wider choice of investments and automating key processes.

We’re also right here when you need a hand, with friendly, dedicated UK support. We provide the platform in your branding and we don’t expect your clients to sign a tripartite agreement whereby you share them with a third party.

product wrappers

Product Wrappers

More investment vehicles. Better client outcomes.

scalable platform

Functionality

With innovation at the centre…

Support

A helpdesk that actually understands you

Third Parties

For connected clients

Domestic Custody & Trading Services

A flat custody fee of 20bps per year is applicable to all holdings and cash, the custody fee is collected each month but will be capped at £40 (therefore all holdings over £240,000 have no additional charges). No dealing charges for funds, ETFs, Investment Trusts or Equities and there is a flat £1 settlement fee for all RSP trades. Interest is paid at a blended rate every 6 months and 100% of the interest collected by Hubwise is paid to the underlying client on a pro rata basis based on the cash held on deposit or cash held in model portfolios.

Platform charge

General Investment Account £0
JISA/ISA £0
SIPP £60
Personal Pension £60
Offshore Bonds £250

Other Charges

A flat custody fee of 20bps per year is applicable to all holdings and cash, the custody fee is collected each month but will be capped at £40 (therefore all holdings over £240,000 have no additional charges).

There are no…

dealing charges for funds, ETF, Investment Trusts and Equities there is a flat £1 settlement fee for all RSP trades.

Interest is paid…

at a blended rate every 6 months. 100% of the interest collected by Hubwise is paid to the underlying client on a pro rata basis based on the cash held on deposit or cash held in model portfolios.