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A choice of wealth management solutions, including dealing, settlement and custody of stocks and funds.

Institutional Dealing Only
Our integrated electronic trading solution automates trading in direct equities, fixed income, ETFs, investment trusts and structured products. Flexible connectivity ensures convenience for you and your custodians.
Segregated Institutional
Our retail level dealing, settlement and custody services for digital wealth management providers and discretionary investment managers will segregate client's holdings, books and records and hold their client money securely.
Institutional Dealing & Custody
By operating under WBS's regulatory permissions as custodian, we can fully automate clients' asset servicing requirements. This also allows access to our fractional ETF service as well as enabling the addition of funds to the dealing capabilities.
Wealth Platform
This end-to-end solution provides access to administrators, discretionary managers, advisers, charities and retail investors as required. It also includes our portfolio modelling, asset slicing and dual authorisation products.
Corporate and Trustee Markets
WBS Corporate and Trustee Markets provides bespoke trading, technology, custody, and settlement services for Corporates, Employees, Major shareholders, Trustees, Share Plan providers and SaaS solutions.
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20 Oct 20

Article

Adding the human touch will give Robo-Advice more appeal

Thomas Lowe, head of product at Winterflood Business Services, assesses the success to date of the robo-advice market and the evolution of the market into Raes such as fractional dealing, roundups and biodata.

Our solutions

Adding the human touch will give Robo-Advice more appeal