At Moneyfarm, our mission has always been to make investing simple and accessible. Today, we’re thrilled to share an exciting milestone on this journey: Moneyfarm is expanding its footprint in the UK with the acquisition of Willis Owen, a longstanding provider of investment services.
Let’s dive into what this means for you.
Bigger, better, and more connected
This acquisition brings an additional £680 million of assets under management to the Moneyfarm group, pushing our total to over £5 billion. That’s not just a big number—it’s a testament to the trust our clients place in us.
It’s also our third strategic acquisition in three years, following our successful integrations of Profile Pensions and Wealthsimple’s UK book of business. Together, these moves solidify our place as a leader in the UK direct-to-consumer investment market.
Why Willis Owen?
For over 50 years, Willis Owen has been empowering investors with tools and support to manage their portfolios independently. Known for its accessible investment solutions and strong focus on client needs, they’re the perfect partner to join the Moneyfarm family. Together, we’re combining their expertise in self-directed investing with our hybrid model of expert human guidance and cutting-edge technology.
Willis Owen’s customers will soon have access to Moneyfarm’s broader range of investment solutions, including:
- Managed portfolios tailored to personal goals and risk tolerance.
- A comprehensive wealth management service.
- A broader range of investment solutions.
- Cutting-edge technology designed to make investing seamless.
What’s next?
We expect the transaction to be completed by early 2025. For now, it’s business as usual for Willis Owen clients—no immediate changes to platforms, services, or fees. Over time, clients will have the opportunity to explore the expanded suite of tools and services Moneyfarm offers.
A shared vision for the future
Moneyfarm’s hybrid approach to wealth management aligns seamlessly with Willis Owen’s heritage of customer-centricity. As Giovanni Daprà, Moneyfarm’s Co-founder and CEO, explains: “This acquisition marks a significant milestone in our growth journey and reinforces our mission to make investing simple and accessible. Willis Owen’s strong reputation and dedication to its clients align closely with our hybrid model, which integrates expert guidance with advanced technology to meet the evolving needs of today’s investors.”
Willis Owen’s Jason Chapman adds: “This partnership could not come at a better time, as more consumers seek digital-first solutions that retain the human touch to help their decision-making. Joining Moneyfarm ensures our clients have access to an enhanced range of wealth solutions to comprehensively plan for their financial futures.”
The bottom line
At Moneyfarm, we’re always looking for ways to grow, innovate, and serve you better. This acquisition is a step toward a future where more investors have access to the tools, advice, and resources they need to achieve their goals with confidence.
We can’t wait to welcome Willis Owen’s customers into the Moneyfarm family—and continue building the future of investing, together.
Stay tuned for updates as we move forward on this exciting journey.
*As with all investing, financial instruments involve inherent risks, including loss of capital, market fluctuations and liquidity risk. Past performance is no guarantee of future results. It is important to consider your risk tolerance and investment objectives before proceeding.
