Stockbroking dealing desk

A better deal for your clients.

In-house dealing

What is it?

We're one of the few platforms that have our own in-house exchange dealing desk. We’ve been a member of the London Stock Exchange since 2008, meaning we can deal in real time throughout the whole time the markets are open; we aren’t limited to placing bulk trades only once a day.

How does it help

Trading throughout the day helps us to give you more control over exactly when you buy or sell, often generating significant savings for your clients from improvements we secure on bid offer spreads in the market.

How effective is it?

During 2022, our dealing desk processed around 392,000 client orders and delivered c.£912,000 price improvements. That translated to an average 13.99 bps saving per trade over the period. Over the longer term, that could offset a signification portion of the platform charges.

How it works in the real world

If we assume that a fully invested portfolio of £180,000 (based on our average Platform portfolio value) will grow at 4.5% a year (net of charges) for 30 years, and based on our statistics 62.5% of holdings are switched over the course of a year, then we could expect to see a final portfolio value of £674,157. When this scenario includes a 13.99 bps price improvement on both the sale and purchase, the effective growth rate on the switched assets become 4.79% resulting in a weighted return on the portfolio of 4.68% which would then give a final fund value of c.£710,463. Platform fees over the period would be £36,115 and the improvement being £36,305, the Dealing team offsets 100% of the platform charge.

As well as the advantages that come with being able to trade throughout the day, our all-inclusive charging structure means there are no additional costs for direct market trading, which is unique in the UK platform market.

“For a portfolio invested in exchange traded assets, the price improvement could offset the platform fees over 30 years.”

Want to find out more?

Order Execution Policy

Read our Order Execution Policy