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Cash ISAs

Moneyfarm Cash ISA launches with boosted interest rates

Moneyfarm has launched a Cash ISA exclusive improved rates for 12 months that sits along side its investment individual savings account. Richard BerryRichard is the founder of the Good Money Guide (formerly Good Broker Guide), one of the original investment comparison sites established in 2015. With a career spanning two decades as a broker, he […]

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ISA Offers

Moneyfarm’s Stocks & Shares ISA Comes With A Β£1,000 Transfer Offer

Richard BerryRichard is the founder of the Good Money Guide (formerly Good Broker Guide), one of the original investment comparison sites established in 2015. With a career spanning two decades as a broker, he brings extensive expertise and knowledge to the financial landscape. Having worked as a broker at Investors Intelligence and a multi-asset derivatives

Moneyfarm’s Stocks & Shares ISA Comes With A Β£1,000 Transfer Offer Read More Β»

Moneyfarm acquires Willis Owen

Moneyfarm rivals Nutmeg with 160,000 clients following Willis Owen acquisition

Moneyfarm has acquired investment platform Willis Owen, with the deal set to bring its managed portfolios to more than 160,000 clients in total. In a statement announcing the deal the digital wealth firm said it is set to manage more than Β£5 billion in assets after the transaction is completed in early 2025. This puts

Moneyfarm rivals Nutmeg with 160,000 clients following Willis Owen acquisition Read More Β»

Moneyfarm Portfolio Review Service

Moneyfarm relaunches free advised portfolio review service

Moneyfarm has relaunched its portfolio review service, which allows investors to speak to an adviser to get a better understanding of their investments. In an email announcing the update, the digital wealth manager stated the free service is intended to give its customers a β€œholistic overview” of their investment positions. The session offers a breakdown

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Moneyfarm portfolio 7

Moneyfarm adds higher risk equity “portfolio 7” for investors chasing higher returns

Moneyfarm has added a new higher risk, full equity, option for its investors. The firm’s Portfolio 7 option has been reconfigured to a 100% equity allocation, aimed at providing possibly higher returns to clients of the digital wealth manager with higher risk profiles. The robo-advisors platform’s Portfolio 6 option has also been rebalanced to slightly

Moneyfarm adds higher risk equity “portfolio 7” for investors chasing higher returns Read More Β»

Refer a Friend

Moneyfarm doubles down on discount for customer referrals

Moneyfarm has doubled the discount on fees it offers to customers who refer others to the platform. Clients who invite someone to the platform will receive a 0.20% discount on management fees for six months for each new customer, up from 0.10% previously.Β  The discount is dependent on the level of fees currently paid, the

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Moneyfarm

Who owns Moneyfarm and why is it important?

Moneyfarm is owned by its co-founders Giovanni DaprΓ  and Paolo Galvani and is backed by several major institutional investors.Β  These include Allianz Asset Management, M&G, London-based Cabot Square Capital, Rome-headquartered Poste Italiane and Milan-based venture capital firm United Ventures. Launched in 2012 and headquartered in the UK, Moneyfarm provides digital wealth management (or robo-advice) to

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Giovanni Dapra Moneyfarm

Giovanni DaprΓ , Moneyfarm CEO on why his digital wealth management firm is so much more than a robo-advisor

At what point do robo-advisors become wealth managers? We have a chat with Giovanni DaprΓ  the co-founder and CEO of Moneyfarm to find out what it’s been like to set up and run one of the largest new fintech investment platforms and what he hopes the business will eventually become. Why did you found Moneyfarm?

Giovanni DaprΓ , Moneyfarm CEO on why his digital wealth management firm is so much more than a robo-advisor Read More Β»

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