Our solutions
Our solutions

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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Insights

Read the latest news, insights and updates from Winterflood Business Services

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Winterflood Business Services appoints Steve Croucher as new commercial officer to spearhead growth strategy

08 Aug 2023

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transact wbs expanded offering connectivity liquidity

Transact and Winterflood Business Services team up with expanded offering

19 Jan 2023

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A chain of 3D blocks

Beyond Bitcoin hype, can blockchain transform financial services?

07 May 2021

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Forget GameStop, gamification is the real investing revolution

17 Feb 2021

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Adding the human touch will give Robo-Advice more appeal

20 Oct 2020

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Cogs Turning

CSDR! The next regulatory burden facing wealth firms

06 Feb 2020

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Nucleus appoints WBS as its new sharedealing provider

24 Oct 2019

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CAF partners with Winterflood Business Services

28 Aug 2019

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How platforms use innovation to harness new audiences

15 Aug 2019

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Winterflood Business Services (WBS)
Riverbank House
2 Swan Lane
London
EC4R 3GA

(c) COPYRIGHT 2024 WINTERFLOOD BUSINESS SERVICES

Winterflood Business Services is a registered trading name of Winterflood Securities Limited, registered in England No.02242204, which is authorised and regulated by the Financial Conduct Authority.