Moneyfarm acquires Willis Owen
Acquisition is the digital wealth manager’s third in the UK over the past three years
Acquisition is the digital wealth manager’s third in the UK over the past three years
M&G Wealth &me customers now have access to actively managed funds from a range of investment managers
To target a ‘new generation of savers’
Head of responsible investments departs wealth manager, while consultancy firm hires CEO of Sipp arm
Deal adds 24,000 customers and £870m AuM
As the two firms partner to create UK investment service
‘Firms like Wealthify offer B2B and make the point that small pots are viable’
Pension firm Netherlands CEO departs, while family office hires head of estate planning
High costs put pressure on very traditional financial services sector
Move bolsters digital wealth manager’s presence and offering to clients in Europe
Company continues European expansion, calling Germany ‘fertile ground for digital wealth management’
Moneyfarm plans to expand its investment advice offering as the robo-adviser lands a £40m ($53.2m, €45.6m) investment in a funding round led by Allianz Asset Management.