Stock story

About the company

HUB24 is a financial services company focused on the delivery of a platform that supports investors. The platform is a next-generation service with state-of-the-art portfolio management, transaction, cash management and reporting solutions for financial advisors, stockbrokers and institutions.

Why we like it

We believe that HUB24 is a long-term structural growth opportunity with robust returns and supportive industry structure. The demand for financial advice is increasing, supported by Australia’s ageing population. We feel that the company will continue to gain market share from institutional platforms due to its superior product offering and the ongoing migration of financial advisers from incumbent, traditional wealth managers to independent licenses.