Strategic growth through acquisitions
Moneyfarm, a leader in digital financial advisory, has announced the acquisition of Willis Owen, a historic UK investment platform managing over €720 million in assets. This move strengthens Moneyfarm’s global footprint, surpassing €6 billion in assets and serving more than 160,000 clients worldwide.
This acquisition, the third in three years, aligns with Moneyfarm’s strategy of blending organic growth with strategic acquisitions.
Sustained growth in a challenging market
In the first half of 2024, Moneyfarm achieved significant growth despite global market challenges. Assets under management grew by 51% year-on-year, and its client base expanded by 23%. The positive trend continued in the second half, with a 20% organic growth rate.
The integration with Willis Owen enhances Moneyfarm’s UK presence while offering clients a platform that combines cutting-edge technology with personalized advisory services.
Willis Owen: simplicity and accessibility at its core
Founded in 1982, Willis Owen has built a strong reputation for making investments simple and accessible for retail clients. Its digital trading platform equips users with innovative tools to manage their savings independently. Through this acquisition, Willis Owen clients will access Moneyfarm’s broader range of offerings, from thematic portfolios to insurance investment solutions like Moneyfarm Secure.
The evolving Moneyfarm portfolio
Moneyfarm continues to establish itself as a total wealth partner, introducing innovative solutions to meet diverse client needs. Recent highlights include:
- Thematic portfolios: focusing on major global trends.
- Liquidity+: a portfolio for risk-averse investors.
- Moneyfarm Secure: insurance investment developed with CNP Vita Assicura.
- Conto Titoli: a comprehensive selection of financial instruments with expert advisory.
CEO Giovanni Daprà’s insights
Giovanni Daprà, co-founder and CEO of Moneyfarm, shared:
“We are thrilled to welcome Willis Owen to the Moneyfarm family. This acquisition is a crucial step in our growth strategy, combining simplicity, advanced technology, and human support to meet our clients’ needs. Together, we’ll continue guiding clients through market complexities while safeguarding their wealth.”
A new chapter in investment management
The acquisition of Willis Owen represents a pivotal moment for Moneyfarm, strengthening its position as a leader in digital financial advisory. By integrating state-of-the-art technologies and personalized service, Moneyfarm is reshaping how clients approach financial planning.
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