Compare The Platform: Hubwise

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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.

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Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPS Junior Pensions & SIPPS Onshore bonds Offshore bonds Other

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
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 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 £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 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)

Compare the Platform Says

Products & Wrappers Investments Research & Guidance Charges OVERALL SERVICE
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