Leading Innovation in Execution and Platform Solutions

Solutions for the Platform and Wealth Management Industry.
Flexible outsourced dealing, custody and settlement services designed to provide a complete and straight forward integration with your existing infrastructure enabling you to concentrate your resources on your core business.

Institutional Dealing Only

Our Integrated electronic solution automates trading in equities, fixed income, ETPs, investment trusts and structured products. Flexible connectivity using your preferred method ensures convenience for you and your custodians, while our in-house dealing team provides a complete execution service whilst monitoring for best execution.

Institutional Dealing & Custody

By operating under our 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.

Segregated Institutional

Get retail level dealing, settlement and custody services for your business, whether you’re a digital wealth management provider or a discretionary investment manager. Your clients' holdings, books and records are segregated, and client money is securely taken care of.

Wealth Platform

A standalone investment platform, white labelled for the WBS client and allowing access to administrators, discretionary managers, advisers, charities and retail investors as required.
This solution also includes our portfolio modelling, asset slicing and dual authorisation products.