One of the few platforms with thier own in-house exchange dealing desk

As a member of the London Stock Exchange we can deal in real time, the whole time the markets are open; we aren’t limited to placing bulk trades only once a day. This helps us to give you more control over exactly when you buy or sell, often generating savings for your clients from the improvements we secure on bid offer spreads in the market. 

Over the longer term, that could offset a signification portion of the platform charges.

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

How this could benefit your clients

Let’s look at an example of how our in-house dealing desk can work for the benefit of your clients. For this example, we’ll take a fully invested portfolio of £180,000 and assume a growth rate of 4.5% a year. After 30 years we can expect a final portfolio value of £674,157, net of charges.

Our figures show 62.7% of holdings in an average client portfolio are switched over the course of a year. If we consider the 9.15 bps saving per trade our dealing desk can achieve, this increases the effective growth rate on switched assets to 4.69% and gives a weighted return on the portfolio of 4.62%. Over the same 30-year timeframe results in an estimated final portfolio value of £697,780.

So, what does this mean for your clients in real terms?

In this example, our platform charges over 30 years would total £35,715. The price savings that our dealing desk can achieve in this period, through improved pricing on switched assets, amounts to £23,623. This means for a portfolio invested in exchange traded assets we can offset up to 66% of your clients’ platform charge over 30 years.

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