Wealth management for your future

The right assets. The right advice. The right tools. All at the right time. Our investment strategy is tailored to your profile and laser-focused on giving you a simpler, smarter investing experience.

Three ways we meet your investment goals

Diversification We select a range of asset classes, geographies, and currency exposures to minimise risk and maximise growth.
Management costs Anything you pay on your investment eats into your returns, so we work to keep costs low and quality high.
Looking ahead We combine strategic allocation with tactical adjustments to stay on top of market fluctuations and plan for the future.
Your capital is at risk. Investments can go down as well as up and you may get back less than you originally invested. Read more on understanding the risks

Discretionary management

Our experienced investment team manage your portfolio for you, regularly making strategic adjustments and rebalancing whenever necessary to optimise returns whilst protecting against losses. We constantly monitor our portfolios, tracking the performance against the goals of our investor profiles to ensure they stay on track, so you don’t have to.

Our toolkit

Investment portfolios

We start with your profile and goals and build out an investment portfolio that will help you meet those objectives – whatever they are. What makes a Moneyfarm portfolio different?
  • The level of risk and return: You will be represented by a mix of asset classes (equities, bonds, commodities, etc.) covering several geographical areas (UK, Europe, US, emerging markets, etc.), currencies (Pound, Dollar, etc.) and sectors (banking, healthcare, energy, etc.)
  • The number of tools: Your assets scale alongside your capital. If you invest up to £50,000 your portfolio will contain up to 7 funds, if you invest over £50,000 you’ll have up to 14 funds.

Exchange Traded Funds (ETFs)

We use low-cost, high quality and natively diversified ETFs to build our portfolios. These are funds that track the performance of an index or a pool of investments and are listed on the stock exchange. ETFs are an integral part of how we plan to meet your investing goals over the long term. Why does Moneyfarm use ETFs?
  • ETFs offer full transparency of the assets that make up a fund, so we know exactly what you’re getting.
  • ETFs have low management fees and low minimum investment levels, making them an efficient way to invest.
  • ETFs trade daily, whenever the stock exchange is open, so we can make changes to your portfolio quickly and easily.

Our wealth management services

Pension

Investment advice to rely on. Fully-managed portfolios, simple transfers and more. Supplement a workplace scheme or bring old pensions together. Planning for your future is simple with the Moneyfarm Pension.

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Stocks & Shares ISA

A tax-efficient way to invest in a fully-managed portfolio, Moneyfarm can take you closer to your goals. The Moneyfarm ISA is flexible, transparent and low-cost. Transferring old ISAs to Moneyfarm is easy and free.

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General Investment

Let Moneyfarm’s investment advice match you with a fully-managed portfolio to help your money grow. The General Investment Account takes you closer to your goals. You’ll love our low fees and customer service.

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Start investing with Moneyfarm

Cost-efficient investment advice at the touch of a button, full visibility of your investments, and an investment consultant at the end of the phone.

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