Solutions
One Platform. Multiple Solutions.
Powering Wealth Management, End to End.
A flexible suite of dealing, settlement and custody solutions designed to support institutional and wealth managers at every stage of growth, from execution-only trading to fully integrated platform models.
Whether you need execution, custody, or a complete platform, our solutions are built to scale with your business.
Institutional Dealing Only
Fast, flexible execution across global markets.
- Multi-asset electronic trading
- Flexible connectivity with custodians
- In-house dealing expertise
Institutional Dealing & Custody
A fully integrated execution and custody solution.
- Automated asset servicing
- Fractional ETF capability
- Combined dealing and custody
Segregated Institutional
Retail-level infrastructure, tailored for institutional scale.
- Segregated client assets and records
- Integrated dealing, settlement and custody
- Secure client money handling
Wealth Platform
A complete, end-to-end investment platform.
- Portfolio modelling and rebalancing
- Multi-user access across roles
- Built-in governance and controls
Corporate & Trustee Markets
Specialist services for complex ownership structures.
- Bespoke trading and custody solutions
- Support for share plans and trustees
- Technology-enabled servicing
WBS International
Offshore expertise with institutional strength.
- Jersey-based custody and execution
- Dedicated local team
- International structuring support