Hubwise launches whole of market investment platform

Combining several services into one

Laura Dew
clock • 1 min read

Hubwise has launched a white labelled investment platform, allowing advisers to combine trading, administration and custody in one proposition.

The investment platform, called Portfolio, is designed to simplify and de-risk the operating models of wealth managers.  By offering each service in one single proposition, it reduces the need for wealth managers to buy separate solutions and allows them to manage their whole private client-book from one proposition. These services include trading, administration, custody and model unitisation.  Firms can also have their risk-rated model portfolios converted to an OEIC structure, which means trades within the unitised fund are exempt from Capital Gains Tax and not subject to VAT.  ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Will IFA-owned platforms take over the financial advice sector?

Will IFA-owned platforms take over the financial advice sector?

PA talks to industry experts on the future of adviser-owned platforms

Sahar Nazir
clock 27 March 2024 • 9 min read
CGT support from platforms now 'adviser must have'

CGT support from platforms now 'adviser must have'

Shrinking personal allowances dragging more investors into CGT net

Jenna Brown
clock 27 March 2024 • 2 min read
Aviva named the preferred platform provider by advisers

Aviva named the preferred platform provider by advisers

Quilter remains in second place followed by AJ Bell and Transact

Isabel Baxter
clock 04 March 2024 • 1 min read