Technology allied to a regulated service - the platform for a changing future

Cutting edge, modern, in-house developed technology for forward-thinking investment propositions. Hubwise empowers your business by providing a more cost effective solution, offering a wider choice of investments and automating key processes.

The Hubwise platform gives you unparalleled access to powerful technology that energises your investment capability.

Technology

API Integration

Control your differentiation by using our bi-directional REST API to deliver your own user journeys.

Multi-Asset, Multi-Wrapper, Multi-Currency

Compelling capability, whole-of-market, simplified onto one regulated platform.

D2C & Advised Proposition Support

Supporting do-it-yourself, advised and managed service offerings, with readily available user journeys built for intermediaries and their customers.

White Labelling

Giving you full branding access to our multi-wrapper investment engine.

DFM Automation

Delivering smart technology so you or your 3rd party discretionary investment partners can more efficiently manage model portfolios.

Floating Model Portfolios

Leveraging institutional capabilities to achieve a better client outcome and reduce your administrative burden.

Fractional ETF Trading

Enabling your clients with lower cost access to a wider investment universe.

Product Wrappers

General Investment Account

Our standard account for investors who have used up their other wrappers. The Hubwise GIA allows your clients to hold multiple asset types including shares, unit trusts, investment trusts, ETFs and bonds.

ISA and Junior ISA

The popular, tax efficient wrapper for clients to shelter up to £20,000 into a Stocks & Shares ISA for the 2019/2020 tax year. Junior ISAs grant an annual allowance of £4,368 per child for the 2019/2020 tax year.

SIPP Account

The Hubwise SIPP is a self-invested personal pension scheme established under one master trust deed, and allows investment in a wide range of UK and international products.

Offshore Bond Account

The Hubwise offshore bond is an investment linked whole of life assurance policy. The Hubwise offshore bond is provided by RL360°.

Let’s start a conversation

Waverley Court, Wiltell Road, Lichfield, Staffordshire, WS14 9ET

Tel:+44 (0)1283 495245,
E-mail: sales@hubwise.co.uk

Registered No: 06071374 Authorised and regulated by the Financial Conduct Authority No: 502619

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