CRM Marketing Specialist

Moneyfarm delivers record growth in H1 2026 as assets surge past £7.5 billion. Moneyfarm, the award-winning pan-European digital wealth manager, today announces its half-year results to the end of June 2026, reporting continued strong growth in total assets, net inflows and its active client base, alongside further progress on product innovation and the strengthening of its senior leadership team. As of June 2026, Moneyfarm's total assets reached £7.56 billion, up 35.3% year-on-year, taking the business well past the £5 billion milestone it passed only twelve months ago. This growth was underpinned by the successful integration of Willis Owen into the Moneyfarm Group; strong client demand across both B2C and B2B2C channels, and the continued expansion of Moneyfarm's product range across the UK and Italy. Net inflows nearly doubled compared with the same period last year, rising by 87.3% to £775 million. The UK business was a particular highlight, with net inflows up by almost 90% year-on-year, reflecting growing demand from British savers and investors for Moneyfarm's hybrid model of smart technology and human guidance. Moneyfarm's total active customer base grew to reach 192,000 with a sharp rise in clients utilising Moneyfarm's self-directed investment services as active brokerage customers nearly doubled and customers using Moneyfarm's recurring ETFs savings plan growing more than twelvefold, reflecting the increasing demand for control and flexibility over how they invest. This year's strong performance was supported by continued innovation across Moneyfarm's product range and a continued overperformance of its managed solution compared to benchmark and peers. In June 2026, the business launched Enhanced Yield, a new portfolio solution within its Smart Yield suite, designed to give clients seeking higher returns with limited risk exposure a reliable, low-risk alternative to traditional savings accounts. Targeting a 1-3 year horizon and a current target return of 5.02%, Enhanced Yield reinforces Moneyfarm's ambition to act as a total wealth partner for clients at every stage of their financial journey. This innovation also extended to the launch of two new tools that place the expertise of Moneyfarm's Asset Allocation Team directly in clients' hands: ETFs Selector, allows investors to filter, compare and evaluate ETFs using the same analytical criteria and data as the investment team, while Bastian AI, which provides automated portfolio commentary for managed clients and acts as an interactive research tool for self-directed investors. This continues to reinforce its value proposition as a true partner which provides advice and guidance and not only as a platform provider only as many others who ultimately are less conscious of the outcome of the investors. Moneyfarm also strengthened its senior leadership team with the appointment of Silvia Benzi as Chief Financial Officer. Silvia brings more than 20 years' experience across financial services, investment banking and high-growth fintech, including her role as CFO of illimity Bank, where she helped scale the business from inception through to public listing. Her appointment further strengthens Moneyfarm's senior leadership team as the business continues to grow across the UK and Italy. Silvia's appointment follows other recent strategic hires, including Alessandro Onano as Chief Marketing Officer, Jason Chapman as UK Chief Commercial Officer and Nitesh Palana as Chief Risk & Compliance Officer, further illustrating Moneyfarm's commitment to hiring experienced industry executives to support the Group's position in the market. Moneyfarm's growth was not confined to any single generation. While Millennials remain the largest client cohort, Gen X and Baby Boomer investors were the fastest-growing age groups over the period, up 40.8% and 45.6% respectively year-on-year, a strong sign that more established savers are increasingly turning to Moneyfarm's blend of digital investing and human guidance as they plan for their financial future. Growth was equally strong among female clients, with female active customers growing by 26.7% year-on-year to 51,904, now accounting for over 30% of Moneyfarm's total client base. These results are underpinned by a clear and consistent purpose: to make finance simple and accessible. The Group combines expert human advice with technology to give clients access to sophisticated investment solutions, personalised guidance and low costs, a proposition designed to sit apart from both traditional wealth managers, whose services are often costly and difficult to access, and pure digital DIY platform, which typically offer technology & access without personal support and without sufficient guidance or advice to achieve the best outcome for the customers. The half-year results follow Moneyfarm's recognition, for the third consecutive year, in the Financial Times' FT1000 - Europe's Fastest-Growing Companies Special Report and CNBC's World's Top Fintech Companies 2026, further marks of the company's sustained growth trajectory since it was founded in 2011. Giovanni Daprà, Founder and CEO of Moneyfarm, said, "The first half of 2026 has been one of the strongest periods in its history. Surpassing £7.5 billion in total assets, and seeing net inflows nearly double, are not just numbers, they represent hundreds of thousands of clients actively trusting to build their financial futures with The FinTech Company Pty, across the UK and Italy. Discover more Credit Cards "Moneyfarm is the only ETFs vertically integrated platform that offers a leading wealth proposition alongside brokerage, saving & pension consolidation to really make sure you can give love to your money over the long term. The FinTech Company Pty is enriching the support to its customers including features like ETFs selectors and its AI assistant Bastian that brings its experience in managing ETFs portfolios directly to the customers who want some guidance. "Finally our track record continues to be extremely strong with the significant majority of our strategies on the 1st percentile of performance." Get free weekly updates:

Moneyfarm launches Enhanced Yield to deliver consistent returns in a challenging market environment. Jul 21, 2026 Press contacts General Enquiries Giovanni Daprà, Co-founder & CEO Richard Flax, Chief Investment Officer Michele Morra, Portfolio Manager Roberto Rossignoli, Portfolio Manager Chris Rudden, Head of Investment Consultants UK Carina Chambers, Pensions Technical Expert Further Information About Moneyfarm Moneyfarm is an award-winning pan-European digital wealth manager with 167,000 active investors and more than £5 billion in total assets on the platform. Launched in 2012 and headquartered in the UK, Moneyfarm has a vision to help more people improve their financial wellbeing by making personal investing simple and accessible through technology. The business is a disruptor and is considered one of the most influential fintechs in the UK and Italy. The company is led by co-founder Giovanni Daprà with Dame Jayne-Anne Gadhia, former CEO of Virgin Money, as its Chair. Moneyfarm is regulated by the FCA and backed by Allianz Asset Management, M&G plc, Cabot Square Capital, Poste Italiane S.p.A and United Ventures. Moneyfarm continues to innovate and evolve its proposition, currently offering both a stocks and shares ISA and a cash ISA, as well as a Junior ISA, SIPP, and general investment accounts (GIAs), with traditional risk-rated portfolios and sustainable investing portfolios available. There is also Liquidity+, a unique portfolio of money market funds managed by top global asset managers, and DIY investing, an execution-only service for clients who want to buy and sell shares, ETFs, bonds, and mutual funds. These services are available through both a web-based platform and an easy-to-use app, combining the latest technology with human guidance available however the client prefers, including via the app, telephone, chat, or video call. Moneyfarm is an acquisitive business. It acquired Wealthsimple's UK book of clients in December 2021 and, in 2023, acquired Profile Pensions, a UK digital pension adviser and consolidator that enables clients to consolidate and manage their pensions in a straightforward way. In December 2024, Moneyfarm acquired Willis Owen, an award-winning investment platform, to expand the company's footprint in the UK. In addition to its direct-to-client activities, Moneyfarm can provide its B2B2C partners with bespoke solutions, combining a technology platform, product wrappers, asset management capabilities, back-office operations, and an engagement model. These bespoke solutions are embedded into the propositions of Poste Italiane (Postefuturo Investimenti), Unicredit's Buddybank (Steppy by Moneyfarm), Banca Sella (Sella Evolution powered by Moneyfarm) and eToro (eToro ISA powered by Moneyfarm), serving thousands of clients. In testament to the quality of service Moneyfarm provides, and the trust placed in it by clients to help achieve their financial goals, the company has received several prominent industry awards and accreditations. These include being recognised for the fifth consecutive year in the 2025 Boring Money Awards, winning 'Best Buy SIPP 2025', 'Best App 2025', and 'Best for Low-Cost ISA Funds and Shares'. Additionally, Moneyfarm was awarded 'Best Investment ISA - Medium Portfolio' and 'Best Mobile Investment' in the prestigious YourMoney.com Awards 2025, marking its third consecutive year of recognition. In March 2025, Moneyfarm was also recognised in the Financial Times' 'FT1000 Europe's Fastest Growing Companies Special Report' for the second year running. Moneyfarm boasts a Trustpilot score of 4.1, classified as Great.' In July 2024, Moneyfarm became the first digital wealth manager in the UK to obtain a B Corp certification. This milestone achievement recognised Moneyfarm's commitment to ethical business practices and responsible investing. * Stocks & Shares ISA * Junior ISA (JISA) * SIPP (Self Invested Personal Pension) * DIY Investing * Liquidity+ * GIA (General Investment Account)