WealthZentrum is an investment platform available to Lumin Wealth clients. As with any other platform, you can view your investments online in one place, and it provides access to safe custody, administration and investment management/trading.
WealthZentrum is powered by SS&C Hubwise and its tried-and-tested technological and investment administration capabilities. WealthZentrum offers Lumin Wealth clients multiple benefits in our constant pursuit of clients’ best interests and service excellence. Benefits include, but are not limited to:
The name ‘WealthZentrum’ is a nod to the Swiss parent company of Lumin Wealth, VZ Holding AG, and its industry-leading IFA arm VermögensZentrum. Vermögen means Wealth in German, while Zentrum means Centre.
SS&C is a leading technology solutions company and the largest global fund administrator. SS&C acquired the UK platform company Hubwise in 2022. Hubwise fulfils regulatory obligations with respect to client money, custody and pension administration. Hubwise benefits from the structure, resources and governance of SS&C.
Hubwise Securities Limited is authorised and regulated by the Financial Conduct Authority (FCA) and is a Member of the London Stock Exchange. It is covered by the Financial Services Compensation Scheme (FSCS).
If you are an existing client, you will be able to log in to the client portal using the link below, once your account has been set up by Lumin. You will be able to view your values, transaction history, and performance.
If you are an existing client and have any queries please refer to the below list of frequently asked questions (FAQs). Alternatively, you can contact your usual financial planning team, email zentrum@luminwealth.co.uk, or call 01727 893 333.
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