SS&C 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 investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Other

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

Table of charges

	Platform charges	Product charges	Other charges
Custody fee	0.20% per account type per year (capped at £40 per month for domestic holdings, international custody fees will be charged in addition)
SIPP/Personal Pension		0.1% (min £15 / max £60 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 dealing			No 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 dealing			Settlement fee: £2 (individual instructions), £1 (2 trades or more)

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.