WealthKernel is a financial-technology company dedicated to creating solutions to bring together investment products and consumers in a transparent and seamless way. Our goal is to provide a smooth investment experience that gives you access to investment products directly from those who manage them (ie. fund managers).
We will manage the transfer of your funds from your account to our custodian where those funds will be directly invested into the products you selected.
Where are your funds or investments held?
Your investments will be held with Winterflood Business Services who act as custodian for our customers’ money. They are a global financial services provider, regulated by the Financial Conduct Authority (FCA) and part of Close Brothers Group, who have been trading for more than 130 years. They hold your cash and investments separately from their own, so even if WealthKernel went into administration, our creditors would not have a claim to your investments.
What is our Relationship with the Product Managers?
WealthKernel has a direct relationship with various product managers or ‘partners’. We provide them with a customised investment portal for consumer use as well as managing the consumer’s investments in their products.