Wealth, together.

Our managed portfolios are at the heart of what we offer. Led by Chief Investment Officer, Richard Flax, our Asset Allocation team has been successfully managing globally diversified, multi-asset portfolios for over a decade. Carefully tailored to suit varying levels of risk, we ensure that our portfolios are in tune with what you want to achieve.

Our investment consultants, led by Andrea Rocchetti, are here to support you every step of the way. With our easy-to-use app, you can monitor your investments 24/7, giving you complete peace of mind.

Let's get started

With investing, your capital is at risk

Moneyfarm image

Wealth, together.

Our managed portfolios are at the heart of what we offer. Led by Chief Investment Officer, Richard Flax, our Asset Allocation team has been successfully managing globally diversified, multi-asset portfolios for over a decade. Carefully tailored to suit varying levels of risk, we ensure that our portfolios are in tune with what you want to achieve.

Our investment consultants, led by Andrea Rocchetti, are here to support you every step of the way. With our easy-to-use app, you can monitor your investments 24/7, giving you complete peace of mind.

Let's get started

With investing, your capital is at risk

Richard Flax
Chief Investment Officer

Moneyfarm image
Moneyfarm image

Andrea Rocchetti
Head of Investment Advisory

Moneyfarm image

Richard Flax
Chief Investment Officer

Moneyfarm image

Andrea Rocchetti
Head of Investment Advisory

How it works with our managed portfolios.

How it works with our managed portfolios.

Get matched with the best portfolio to suit your needs and goals, thanks to our smart technology on our platform and app.

Our managed portfolios come in two types: actively managed and fixed allocation. Choose actively managed for full strategic management and regular rebalancing of your investments. Choose fixed allocation for simpler, cost-effective management.

Customise your portfolio further by adding growth themes for Thematic Investing or by choosing the ESG option for socially responsible investing. You can even enjoy a competitive yield on your savings with Liquidity+, our low-risk, money market investment solution. It's the perfect stepping stone to more robust investment opportunities, once you're ready to explore them.

For more guidance, our investment consultants are on hand to help you get started with your portfolio.

Get matched with the best portfolio to suit your needs and goals, thanks to our smart technology on our platform and app.

Our managed portfolios come in two types: actively managed and fixed allocation. Choose actively managed for full strategic management and regular rebalancing of your investments. Choose fixed allocation for simpler, cost-effective management.

Customise your portfolio further by adding growth themes for Thematic Investing or by choosing the ESG option for socially responsible investing. You can even enjoy a competitive yield on your savings with Liquidity+, our low-risk, money market investment solution. It's the perfect stepping stone to more robust investment opportunities, once you're ready to explore them.

For more guidance, our investment consultants are on hand to help you get started with your portfolio.

Slide 1 of 4

What we invest in

A selection of ETF and mutual funds which in-turn invest in a number of asset classes including equities, bonds, commodities and more. Our Asset Allocation team designs and monitors the portfolios, rebalancing them as needed to match your investor profile.

Learn more

How to get started

It all starts with your goals and how best you want to achieve them. Together, we’ll work out your investor profile, which we’ll use to match you with the perfect portfolio. Discover just how easy it is to start investing with us.

Get started

How much it costs

Our pricing is simple and transparent. Our asset management has a fixed annual cost, which includes access to our advisory service. No entry or exit costs, no performance fees, no account maintenance fees.

Learn more

Our performance

It’s important to feel confident about your investing journey. That’s why we provide you with details and tools to see the past performance of our portfolios, what they invest in, and even how much your wealth could grow.

Learn more

What we invest in

A selection of ETF and mutual funds which in-turn invest in a number of asset classes including equities, bonds, commodities and more. Our Asset Allocation team designs and monitors the portfolios, rebalancing them as needed to match your investor profile.

Learn more

How to get started

It all starts with your goals and how best you want to achieve them. Together, we’ll work out your investor profile, which we’ll use to match you with the perfect portfolio. Discover just how easy it is to start investing with us.

Get started

How much it costs

Our pricing is simple and transparent. Our asset management has a fixed annual cost, which includes access to our advisory service. No entry or exit costs, no performance fees, no account maintenance fees.

Learn more

Our performance

It’s important to feel confident about your investing journey. That’s why we provide you with details and tools to see the past performance of our portfolios, what they invest in, and even how much your wealth could grow.

Learn more

What we invest in

A selection of ETF and mutual funds which in-turn invest in a number of asset classes including equities, bonds, commodities and more. Our Asset Allocation team designs and monitors the portfolios, rebalancing them as needed to match your investor profile.

Learn more

How to get started

It all starts with your goals and how best you want to achieve them. Together, we’ll work out your investor profile, which we’ll use to match you with the perfect portfolio. Discover just how easy it is to start investing with us.

Get started

How much it costs

Our pricing is simple and transparent. Our asset management has a fixed annual cost, which includes access to our advisory service. No entry or exit costs, no performance fees, no account maintenance fees.

Learn more

Our performance

It’s important to feel confident about your investing journey. That’s why we provide you with details and tools to see the past performance of our portfolios, what they invest in, and even how much your wealth could grow.

Learn more

Capital at risk

What we invest in

A selection of ETF and mutual funds which in-turn invest in a number of asset classes including equities, bonds, commodities and more. Our Asset Allocation team designs and monitors the portfolios, rebalancing them as needed to match your investor profile.

Learn more ❯
How to get started

It all starts with your goals and how best you want to achieve them. Together, we’ll work out your investor profile, which we’ll use to match you with the perfect portfolio. Discover just how easy it is to start investing with us.

Get started ❯
How much it costs

Our pricing is simple and transparent. Our asset management has a fixed annual cost, which includes access to our advisory service. No entry or exit costs, no performance fees, no account maintenance fees.

Learn more ❯
Our performance

It’s important to feel confident about your investing journey. That’s why we provide you with details and tools to see the past performance of our portfolios, what they invest in, and even how much your wealth could grow.

Learn more ❯

Capital at risk

What we invest in.

What we invest in.

Explore the full asset breakdown of our seven portfolios – from lower risk to higher risk – by asset type, sector and geography. Use the toggle to switch between Classic and ESG portfolio types.

With our Thematic Investing option, you can add growth themes to your portfolio to invest in megatrends like technological innovation, sustainability and changes in society.

Explore the full asset breakdown of our seven portfolios – from lower risk to higher risk – by asset type, sector and geography. Use the toggle to switch between Classic and ESG portfolio types.

With our Thematic Investing option, you can add growth themes to your portfolio to invest in megatrends like technological innovation, sustainability and changes in society.

Lower risk
Higher risk

How do they perform?

How do they perform?

Explore the performance of our portfolios over time. View overall trends and the performance for specific years.

Explore the performance of our portfolios over time. View overall trends and the performance for specific years.

Lower risk
Higher risk

Key to the figures

Moneyfarm returns net of fees since inception (01/01/2016) vs. average peer group performance over the same time period. These past performance figures are simulated. Past performance is no indicator of future performance. The allocations shown above are based on our model portfolios at a point in time, so they’re an illustration of how your actual portfolio might look. The exact composition may differ, if the value of your portfolio falls below c. £3,000.

Discover the untapped potential of your wealth when you invest with us.

Discover the untapped potential of your wealth when you invest with us.

Simply input how much you’re thinking of investing initially, how much you might contribute regularly, and for how long.

Simply input how much you’re thinking of investing initially, how much you might contribute regularly, and for how long.

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Pricing.

Pricing.

Our transparent pricing model.

From £500
0.45%
FROM £100K
0.35%
FROM £250K
0.30%
FROM £500K
0.25%

Minimum investment £500

If a client invests £120,000 with us in a fixed allocation portfolio, they would pay fees of 0.35% on the whole £120,000

Annual average investment fund fee: 0.15%

Annual average effect of market spread : 0.02%

Annual average investment fund fee: 0.15%

Annual average effect of market spread : 0.02%

FeeAnnual %Annual £
Moneyfarm fee0.45%£67.50
Underlying fund fee0.15%£22.50
Market spread*up to 0.02%£3.00
Total0.62%£93.00
FeeAnnual %Annual £
Moneyfarm fee0.45%£67.50
Underlying fund fee0.15%£22.50
Market spread*up to 0.02%£3.00
Total0.62%£93.00

*The market spread effect also impacts your investments. This is a characteristic of trading on the financial markets and represents the difference between bid and ask (buying and selling) prices for an investment at a specific time. This can be 0.02% at Moneyfarm (assuming the average between our Classic and ESG fixed allocation portfolios, we sell 10% of the assets in your portfolio and replace them with new assets during the year), but you'll always see the real price you buy and sell assets at. "

If you invest £15,000 you’ll pay
If you invest £15,000 you’ll pay
FeeAnnualMonthly
Moneyfarm fee0.65%£10.83
Underlying fund fee0.21%£3.50
Market spreadup to 0.09%£1.50
Total0.95%£15.83
FeeAnnualMonthly
Moneyfarm fee0.65%£10.83
Underlying fund fee0.21%£3.50
Market spreadup to 0.09%£1.50
Total0.95%£15.83

Getting started is easy.

Getting started is easy.

Moneyfarm image

Answer a few simple questions

Moneyfarm image

Discover your perfect portfolio

Moneyfarm image

Invest according to your goals

Get started

Capital at risk

Moneyfarm image

Answer a few simple questions

Moneyfarm image

Discover your perfect portfolio

Moneyfarm image

Invest according to your goals

Gain deeper insight

Gain deeper insight

Slide 1 of 3

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Quanta liquidità tenere sul conto corrente?

La liquidità sui conti correnti degli italiani continua a rimanere...Read more

Cosa sono e in cosa investono i fondi monetari?

Come abbiamo visto, Moneyfarm Liquidità+ investe...Read more

Progetti futuri: come accantonare i risparmi per poterli realizzare?

Progettare le spese per il futuro prossimo è importante...Read more

Quanta liquidità tenere sul conto corrente?

La liquidità sui conti correnti degli italiani continua a rimanere...Read more

Cosa sono e in cosa investono i fondi monetari?

Come abbiamo visto, Moneyfarm Liquidità+ investe...Read more

Progetti futuri: come accantonare i risparmi per poterli realizzare?

Progettare le spese per il futuro prossimo è importante...Read more

Quanta liquidità tenere sul conto corrente?

La liquidità sui conti correnti degli italiani continua a rimanere...Read more

Frequently asked questions.