A fully licensed custodian service

Client’s assets are held separately in WealthKernel Nominee Accounts in line with FCA CASS regulations and guidelines. Cash and securities are held at tier 1 banking and sub-custodian partners such as Lloyds Bank, Natwest Bank and Winterflood Securities.

We handle reconciliation, settlement, dividends, corporate actions processing and transfers, and offer advanced payment solutions and options to make funding client portfolios easier. WealthKernel is an HMRC approved ISA plan manager.

A black and white version of the Lloyds Bank logoA black and white version of Winterflood Securities LogoA black and white version of the Natwest logo

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Vertically integrated investing services, all available over API

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