Moneyfarm expands its UK footprint with the acquisition of Willis Owen
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Press contacts
Louise Dolan, Senior Director
louise.dolan@camarco.co.uk
Camilla Barbesti, PR Manager
press@moneyfarm.com
General Enquiries
press@moneyfarm.com
0800 433 4574
Experts
Giovanni Daprà, Co-founder & CEO
Richard Flax, Chief Investment Officer
Emanuele Blanco, Chief Technology Officer
Michele Morra, Portfolio Manager Moneyfarm
Roberto Rossignoli, Portfolio Manager Moneyfarm
Further Information
About Moneyfarm
Moneyfarm is an award winning pan-European digital wealth manager with over 130,000 active investors and more than £3.7 billion in assets under management on the platform. Launched in 2012 and headquartered in the UK, Moneyfarm has a vision to help more people improve their financial wellbeing by making personal investing simple and accessible through technology. The business is a disruptor and considered to be one of the most influential fintechs in the UK and Italy.
The company is led by co-founders Giovanni Daprà and Paolo Galvani with Dame Jayne-Anne Gadhia, former CEO of Virgin Money and Founder of Snoop as its Chair. Moneyfarm is regulated by the FCA and backed by Allianz Asset Management, M&G plc, Cabot Square Capital, Poste Italiane S.p.A and United Ventures.
Moneyfarm continues to innovate and evolve its proposition and currently offers a stocks and shares ISA, junior ISA, SIPP, and general investment accounts (GIAs), with traditional risk rated portfolios and sustainable investing portfolios available. There is also Liquidity+, a unique portfolio of money market funds managed by top global asset managers and Share Investing, an execution only service for clients that want to buy and sell shares, ETFs and mutual funds. These are all available through both an online platform or via an easy to use app and combines the latest technology with human guidance available how the clients wants, including via the app, telephone, chat or a video call.
Moneyfarm is an acquisitive business and acquired Wealthsimple’s UK book of clients in December 2021 and in 2023 acquired Profile Pensions, a UK digital pension adviser and consolidator which enables clients to consolidate and manage their pensions in a straightforward way.
In addition to its direct to client activities, Moneyfarm can provide its B2B2C partners with bespoke solutions, combining a technology platform, product wrappers, asset management capabilities, back office/operations and an engagement model. The most recent example is the solution for M&G Plc that saw the launch of a new digital investment service powered by M&G Wealth called &me (&me). These bespoke solutions are also embedded into the propositions of Poste Italiane (Postefuturo Investimenti), Unicredit’s Buddybank (Steppy by Moneyfarm) and Banca Sella (Sella Evolution powered by Moneyfarm), serving thousands of customers.
More information on Moneyfarm is available on the website at: www.moneyfarm.com
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