About

WBS is a business to business (B2B) platform provider whose award-winning service has seen us grow to over £26bn+ AUA with an expanding client list. Our highly skilled and experienced team are dedicated to providing the standards our clients rightly demand.

Our aim is to help solve client problems and ease their regulatory and administrative burden with secure, integrated and bespoke end-to-end solutions to achieve their investment objectives. Execution quality and excellent service is at the core of our business, all set out in our service level agreements for full transparency.

The WBS service is provided through our EOS platform, which is a proprietary system developed by our in-house development team. EOS is built using the latest technologies and is based on micro-service architecture, making the platform easy to scale and deploy new functionality. We are also market innovators, capable of recognising unfilled needs and developing products to suit our customers’ needs and changing regulatory requirements.

WBS was founded in 2010 in response to demand from clients who were looking for ‘whole of market’ access and ‘custody services’. Our strategy remains to continue to invest in people, process and technology to allow us to scale for the growth in our existing business, as well as taking on new clients.