Compare The Platform: Hubwise

/Hubwise

Hubwise

Hubwise is a technology and platform solutions provider that provides white-labelled solutions to the advised platform market. Hubwise was founded by Angus Macdonald who has form in this area having been one of the protagonists behind JHC’s Figaro.

Visit The Website

Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
Research, Tools and Information
Tools
BITA Risk - Suitability and Risk Profiling, Research Centre, CGT - What if? Portfolio Effect - What if on switches, rebalances and top ups. Potential trades are detailed. Campaign Manager - bulk communication and individual fully configurable communication tool, including automated responses.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
Custody fee0.20% per account type per year (capped at £40 per month for domestic holdings, international custody fees will be charged in addition)
SIPP/Personal Pension0.1% (min £15 / max £50 per annum plus VAT)
Offshore bond (0-£500,000)0.2% (min £250)
Offshore bond (£500,000-£1,000,000)0.1%
Offshore bond (£1,000,000)0.05%
Funds dealingNo settlement/trading fee for UK domestic funds traded via EMX. European funds or structured products may have additional custody and trading fees
Exchange-traded instruments dealingSettlement fee: £2 (individual instructions), £1 (2 trades or more)

Compare the Platform Says

Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
3.0
3.0
3.0
3.0
3.0