Winterflood Business Services
Perfect for businesses looking for:
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Institutional Dealing Only
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Institutional Dealing & Custody
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Segregated Institutional
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Wealth Platform
Not what you’re looking for?
Winterflood Business Services (WBS) is a business to business (B2B) platform provider whose award-winning service has seen us grow to over £4bn 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.
We became a separate division of Winterflood Securities 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.
Leading Innovation in Execution and Platform Solutions
Solutions for the Platform and Wealth Management Industry. Flexible outsourced dealing, custody and settlement services designed to provide a complete and straight forward integration with your existing infrastructure enabling you to concentrate your resources on your core business.
Institutional Dealing Only
Our Integrated electronic solution automates trading in equities, fixed income, ETPs, investment trusts and structured products. Flexible connectivity using your preferred method ensures convenience for you and your custodians, while our in-house dealing team provides a complete execution service whilst monitoring for best execution.
Institutional Dealing & Custody
By operating under our WBS's regulatory permissions as custodian, we can fully automate clients' asset servicing requirements. This also allows access to our fractional ETF service as well as enabling the addition of funds to the dealing capabilities.
Segregated Institutional
Get retail level dealing, settlement and custody services for your business, whether you’re a digital wealth management provider or a discretionary investment manager. Your clients' holdings, books and records are segregated, and client money is securely taken care of.
Wealth Platform
A standalone investment platform, white labelled for the WBS client and allowing access to administrators, discretionary managers, advisers, charities and retail investors as required.
This solution also includes our portfolio modelling, asset slicing and dual authorisation products.