Reconciliation
Real time · continuous
Custody & administration
Model B custody for modern wealth managers.
Full-service custody and administration, delivered with precision and backed by deep operational expertise, on a platform built from scratch with no legacy to work around.
Payments
24/7 · automated
Markets
Full market access · one platform
Client assets
Segregated · CASS
01The problem
The problem
Too many firms are held back by their custodian.
Legacy systems, manual processes, and slow response times create friction that affects your business and your clients.
WealthVector is built differently: modern infrastructure, experienced operators, and a platform designed for speed, accuracy, and reliability. The plumbing simply works, and stays out of your way.
02Our solution
What we handle
A complete custody operation.
Everything from safekeeping to settlement, corporate actions, tax wrappers, and client reporting: under one roof, on one modern platform.
01
Custody & safekeeping
- Secure holding of client assets: equities, bonds, funds, and ETFs
- Full internal and external reconciliations
- Real-time position monitoring
- Complete audit trails and regulatory compliance
02
Trading & settlement
- Efficient settlement across all markets
- Straight-through processing where possible
- Exception management with human oversight
- Global, follow-the-sun execution coverage
03
Administration & reporting
- Comprehensive portfolio reporting
- Performance analytics
- Secure client portal access
- API connectivity into your existing stack
04
Corporate actions
- Timely processing of dividends, interest, and income
- Corporate action election handling
- Proxy voting administration
- Clear communication and reporting
05
Cash management
- Client money held in segregated accounts
- Held with approved UK banks, including ClearBank and NatWest
- Full CASS compliance
- FSCS protection where applicable
06
Tax Wrappers
- Flexible Stocks & Shares ISA
- HMRC compliance and reporting
- Fully integrated SIPP
- White labelled
03Technology that enables
Technology that enables
Modern infrastructure, with people on the exceptions.
Our platform is built on modern cloud infrastructure, designed for reliability and scale. Automation handles routine tasks with precision, while experienced operators oversee exceptions and complex situations. The result: faster processing, fewer errors, and operations that work around the clock.
04Who we serve
Who we serve
Built for UK managers and advisers.
WealthVector serves FCA-authorised discretionary wealth managers and financial advisers across the UK.
Whether you are managing hundreds of millions or several billion in client assets, the platform scales to meet your needs, and the team scales with you.
Get in touch
A modern custody partner.
Tell us about your firm and what you need from a custodian. We'll take it from there.