Moneyfarm is an online investment advisor and one of the largest digital wealth management companies in Europe, providing investment advice and active portfolio management services. The company creates a profile based on a customer's investment target and risk propensity, and operates from offices in London, Milan, and Cagliari.

Moneyfarm

Moneyfarm makes personal investing simple and accessible. 

More than 125,000 investors know we’ve got over £3.5 billion working for them – with good-to-go portfolios, matched to their goals.

Allianz X

Cabot Square Capital

Endeavor Catalyst

Fondazione di Sardegna

United Ventures

Allianz

Bossanova Investimentos

Poste Italiane

BancoPosta

M&G Investments

Upscale

Did you miss Moneyfarm’s Chief Investment Officer, Richard Flax, on CNBC International Squawk Box Europe this morning? He was with Karen Tso and Stephen Sedgwick discussing expectations on the Autumn Statement due tomorrow, the UK growth and sticky inflation, central banks’ expected actions and thoughts on equity valuations.

Watch the full interview: https://lnkd.in/dfUKYUJA 

#CNBC #financialmarkets #investments #equities #centralbanks #monetarypolicy #tech #inflation #moneyfarm

Studies have shown that volunteering has positive effects on mental health. It can buffer the effects of stress and reduce burnout whilst it enhances self-esteem and social connections, contributing to overall #wellbeing. At Moneyfarm, we’re dedicated to fostering a workplace culture that puts mental and physical health at the centre, allowing all employees to thrive personally and professionally. 

That’s why we have recently introduced Moneyfarm’s Volunteer Days, a brand new initiative that is a further testament to our company-wide commitment to giving back to our #community and making a positive impact. Actively participating in community projects aligns seamlessly with our vision of social responsibility, whereby we contribute meaningfully to the community and create lasting connections.

Take a sneak peek of our recent Volunteer Days taking place in different locations across our three offices in Milan, London, and Cagliari. A big thank you to all the employees who participated and to the organisations that made this possible: HandsOn London and Legambiente volontariato aziendale.

#MentalHealthMonth #mentalhealthawareness #volunteering #team #inclusion #talents #companyculture #mentalhealthmatters #fintech #moneyfarm

Hosted the brilliant minds from University of Virginia Darden School of Business this week at Moneyfarm! Our Chief of Partnerships, Fabio Zampaglione, and Head of Investment Advisory, Andrea Rocchetti, CIIA, shared Moneyfarm’s growth journey and our innovative solutions to respond to the needs of our customers in the ever-changing #fintech landscape. Thanks Gopika Bhatia Spaenle and professor Elliott Weiss for an inspiring day with the leaders of tomorrow! 

#talents #digitalwealthmanagement #future #innovation #DardenGlobal #moneyfarm

Sono felice di aver partecipato all’incontro sui nuovi paradigmi del wealth management e sul ruolo del fintech organizzato da ItaliaFintech e PwC Italy, e ringrazio ancora per l’invito Sergio Zocchi e Camilla Cionini Visani. Nel panel moderato da Gianfranco Ursino Il Sole 24 Ore ho avuto il piacere di discutere degli impatti che l'entrata in vigore dell'importante Retail Investment Strategy (RIS) potrebbe avere sui settori dell'asset e del wealth management insieme a esperti come il commissario CONSOB Federico Cornelli, Rosa Guida della Vigilianza Banca d'Italia, il CEO di Azimut Italia Paolo Martini, e il Vicedirettore Generale Wealth Management di Generali Andrea Enrico Ragaini. 

Nel paper di PwC da cui ha preso le mosse l’incontro ci sono dati significativi su cui riflettere e ne cito alcuni:
- solo il 17% del patrimonio degli investitori retail in Europa è investito sui mercati finanziari (negli Stati Uniti è il 43%)
- costi degli investimenti spesso ingiustificati erodono i rendimenti nel tempo: nel 2021 gli investitori al dettaglio hanno speso il 40% in più degli investitori istituzionali
- il 45% dei cittadini europei non ha fiducia negli intermediari finanziari, che non ritiene operare nel loro interesse finale

Per i #risparmiatori interessati ad approfondire, qui è possibile leggere il paper: https://lnkd.in/eEvBikAe

Non ci sono certamente soluzioni facili ma abbiamo molta fiducia nel lavoro della Commissione Europea e nello spirito che anima la RIS, di cui da sempre condivido l’obiettivo: accrescere l’accesso e la fiducia degli investitori al dettaglio nei mercati finanziari. Credo che l'industria del risparmio sia chiamata a raccogliere la sfida e a evolversi in termini di digitalizzazione dei servizi, semplicità, accessibilità, trasparenza dell’informazione e costi in chiaro. Questi, insieme all’indipendenza della consulenza, sono i pilastri su cui ho fondato Moneyfarm oltre dieci anni fa con Paolo Galvani, per mettere davvero l’interesse del cliente al centro.

#risparmiogestito #consulenzafinanziaria #investimenti #mercati #wealthmanagement #fintech #RetailInvestment #CapitalMarketsUnion

Il 10 ottobre all’evento dedicato al #wealthmanagement organizzato da ItaliaFintech e PwC Italy interverrà anche il nostro CEO Giovanni Daprà per approfondire le prospettive di sviluppo delle #fintech e l’impatto della Retail Investment Strategy (RIS) sull’industria del risparmio e sui consumatori.

Ma facciamo un passo indietro, cos'è la Retail Investment Strategy di cui si parlerà durante l'incontro? Si tratta di una importante normativa europea che mira ad accrescere la fiducia e l’accesso degli investitori retail ai #mercatifinanziari.

L'evento è in presenza e ci si può iscrivere qui: https://lnkd.in/dSJ2nRT9 

#investimenti #risparmiogestito #risparmi #consulenzafinanziaria #moneyfarm

If you are looking to have all your #pension queries and concerns answered you are in the right place.

Registration is now open for our interactive webinar with live Q&A session in which we’ll be answering vital questions around #retirement and discussing a range of topics such as pension consolidation and drawdown. Our expert Moneyfarm team will be joined by Michelle Lockton Gribbin, Chief Investment Officer & Head of Advice at Profile Pensions, to talk about all things pension.

Don’t miss it! Save your spot by registering now: https://lnkd.in/dTDgiCdY

#pensionawarenessweek #webinar #pensionplanning #retirementplanning #PAD2023 #investing #markets #economy #financialservices #moneyfarm

This week, new legislation has come into place from the Financial Conduct Authority (FCA) to better protect the rights of consumers. Known as Consumer Duty, its purpose is to provide customers with products and services that meet their needs and offer fair value, supplemented by strong customer support and clear communication. This is something that Moneyfarm wholeheartedly supports.

Our model, whilst having technology at its core, also allows clients to speak to real consultants to enhance their understanding; our services reflect what our customers need and are tested vigorously before launch; our pricing is clear and transparent (here: https://lnkd.in/dE6c4Wuw).
 
If you have any questions about what Consumer Duty means for you in regard to Moneyfarm, please don’t hesitate to get in touch: https://lnkd.in/erg84eSt

You can read more about the Consumer Duty on the FCA website here: https://lnkd.in/eTxkJWxR

#consumerduty #consumerprotection #investing #financialadvice #financialservices #fintech

Ieri #Fitch ha bocciato il debito #Usa, ma era davvero una sorpresa? Quale impatto sui #mercati? Ne ha parlato Vincenzo Cuscito, Head of Investment Consultants Italia di Moneyfarm, a #TGR Piazza Affari Rai - Radiotelevisione Italiana. 

Dal minuto 01:35: https://lnkd.in/djQmwY2c 

#borse #finanza #investimenti #mercatifinanziari #moneyfarm

#Inclusion knows no boundaries, and that's why our focus on creating an environment that celebrates #diversity spans across different dimensions. One of our key achievements has been bridging the gap between our operations in Italy and the UK. Through open dialogue, cross-country collaboration, and a shared commitment to #inclusivity, we've fostered an environment that harnesses the diversity within our #teams. This has led to a deeper understanding and appreciation of different perspectives, enabling us to create innovative solutions and better serve our customers.

To ensure our progress is not just surface-level, we implement a range of initiatives that can drive meaningful change within our organisation:

1️⃣ Corporate Welfare Programme: We promote numerous initiatives aimed at fostering employees’ wellbeing such as access to mental coaching and psychological support; the quarterly Wellness Week (which includes sports activities during working hours); and the Wellness Day - one day of paid leave in October on World Mental Health Day.

2️⃣ Diversity and Inclusion Training: We invested in a comprehensive training program to enhance diverse and inclusive practises and unconscious bias awareness. By equipping our teams with the tools to recognise and challenge their own biases, we’re creating a more equitable workplace culture.

3️⃣ Human Capital and Education Programme: We want to empower our talented individuals to thrive so we offer professional training courses, free foreign language courses and, whenever applicable, a reimbursement of university and master’s courses. 

By embracing diverse and unique perspectives, we're charting a workplace where #innovation flourishes, #collaboration thrives, and everyone feels a sense of #belonging. While we celebrate our journey towards an even more diverse and inclusive environment, we acknowledge that this journey is ongoing. We must continue to actively listen, learn, and adapt. 

We invite you all to share your thoughts on how we can further enhance our inclusive practices. Thank you for being part of our journey! 

European Commission #EUDiversityMonth #talents #UnitedinDiversity #UnionOfEquality  #DiversityAtWork #companyculture #moneyfarm

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Moneyfarm

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