Hubwise launches whole of market investment platform

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.  ...