Transferring Client Assets to a Strategic Investment Platform

Key considerations for a successful asset transfer project based on experiences from advisers and industry experts.

SS&C has partnered with more than 30 major advice firms that have transferred their client assets to the SS&C Hubwise investment platform. We have grown to exceed £18 billion of assets on the platform as of May 2024.

This whitepaper outlines the key considerations to account for when planning an asset transfer project, based on research with adviser firms that have gone through the process. These firms, and industry experts, share their thoughts on how best to approach transfers from a regulatory, operational and technology perspective. The whitepaper also addresses some of the key challenges firms face in an asset transfer and what the industry is doing to overcome them.