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.
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Insights

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

How collaboration can help platforms stop advisers leaving

18 Jul 2018

Five tech trends set to revolutionise wealth management

05 Apr 2018

How fund houses can deliver best execution under MiFID II

04 Apr 2018

Winterflood Business Services (WBS)
The Atrium Building
Cannon Bridge House
25 Dowgate Hill
London, EC4R 2GA

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.

Our solutions

Insights

How collaboration can help platforms stop advisers leaving

Five tech trends set to revolutionise wealth management

How fund houses can deliver best execution under MiFID II