Wealth Managers
With WealthKernel, Wealth Managers can harness the power of our infrastructure and technology to launch their own white-labelled Model B investment platform or proposition.
If your investment infrastructure is a barrier to your ambitions, your AUM is fragmented across multiple platforms, or your customer needs are evolving beyond your current capabilities … get in touch with us and start the journey to owning your AUM.
At WealthKernel … you are the platform!
Technology
Choose the technology setup that works best for your business.
Custody
WealthKernel Limited is a MIFIDPRU 730k investment firm & Custodian, authorised and regulated by the FCA. A key component of our Model B proposition is full CASS outsourcing. All Client Money is held in Client Money accounts at Tier 1 UK banks.
Account Types
As an HMRC-approved ISA Manager and FCA-Authorised SIPP Administrator, WealthKernel enables firms to offer flexible investment options to their customers via a range of product wrappers.
WealthKernel can support all of the following account types in the UK.
Trading
WealthKernel can support a broad range of investments, including Funds, ETFs & Direct Equities. We can also offer all of our supported instruments in fractions.
Trading can be aggregated or executed in real-time to suit your business model and investment proposition.
