Moneyfarm
Moneyfarm is an investment management company offering a variety of investment accounts and strategies, specializing in globally diversified portfolios and ESG investments.
Moneyfarm Services
Moneyfarm offers a variety of investment accounts including Stocks and Shares ISA, General Investment Account (GIA), Junior ISA, and Pension. They provide expert guidance and support through dedicated investment consultants at no extra cost and offer a free pension drawdown service allowing flexible access to pension funds after the age of 55. Additionally, Moneyfarm provides a pension calculator to help clients determine how much they need to save for retirement and offers a free, unbiased analysis of external investments covering asset allocation, performance, and risk.
Moneyfarm Investment Strategies
Moneyfarm specializes in offering managed portfolios, active management, passive management, and thematic investing. Their thematic investing approach utilizes a core-satellite strategy, combining low-cost broad-based ETFs with high-growth thematic investments. Themes include technology, sustainability, and societal changes. They also focus on ESG (Environmental, Social, and Governance) investments and globally diversified portfolios. Additionally, Moneyfarm offers a Liquidity+ product for short-term cash management and low-risk investing, with a current gross yield of 5.2% variable.
Moneyfarm Products
Moneyfarm's product suite includes investment accounts such as Stocks and Shares ISA, General Investment Account (GIA), Junior ISA, and Pension. Their Liquidity+ product targets short-term cash management and low-risk investing with a gross yield of 5.2% variable. Clients can also use their free pension drawdown service for flexible access to pension funds post-55. Moneyfarm allows pension transfers and consolidation for easy management of pension savings, and employs cost-efficient ETFs, regularly rebalancing portfolios based on clients' goals and risk profiles.
Moneyfarm Company Overview
Moneyfarm is headquartered in London, UK, with additional offices in Milan and Cagliari, Italy. The company is authorized and regulated by the Financial Conduct Authority as an Investment Advisor and Investment Management Company. Serving over 125,000 active investors and managing over £3.5 billion in assets, Moneyfarm offers competitive and transparent pricing with no hidden fees, including no charges for transferring pensions or ISAs. They provide expert guidance and support through dedicated investment consultants, ensuring client needs are met efficiently.