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Aubrey Citadel Fund Now Risk Profiled on Dynamic Planner
March 3 2025
Dynamic Planner, the UK’s leading digital advice platform, is now risk rating Aubrey Citadel Fund. Aubrey Capital Management is a specialist boutique manager with a distinctive investment approach, primarily focused on global equities. Founded in 2006, it manages £795 million of client assets across long only growth equity strategies and a diversified, macro-driven strategy.
Dynamic Planner Teams Up With Salesforce to Deliver Financial Planning at Scale
November 5 2024
Dynamic Planner, the UK’s leading risk based financial planning system, has teamed up with Salesforce, […]
FinovateEurope 2022 with Christophe Ponette, Dynamic Planner
April 11 2022
Join Christophe Ponette, Managing Director in Continental Europe, for Dynamic Planner, speaking at FinovateEurope 2022. […]
Advisers Who Embrace Hybrid Will Thrive in 2022, Says Dynamic Planner CEO Ben Goss
January 6 2022
Dynamic Planner’s CEO Ben Goss, believes advisers who focus on customer needs and see change […]
Eight Out of 10 Advice Professionals Would Recommend Financial Planning as a Career, Reveals Dynamic Planner
November 30 2021
Dynamic Planner has published the first of its new annual ‘Dynamic Planner Spotlight Report: Growth, opportunity […]
Dynamic Planner Boosts Specialist Expertise With Actuary Appointment
June 18 2021
Dynamic Planner has boosted specialist expertise in its Proposition Team with the appointment of Steph […]
Aubrey Citadel Fund Now Risk Profiled on Dynamic Planner
March 3 2025
Dynamic Planner, the UK’s leading digital advice platform, is now risk rating Aubrey Citadel Fund. Aubrey Capital Management is a specialist boutique manager with a distinctive investment approach, primarily focused on global equities. Founded in 2006, it manages £795 million of client assets across long only growth equity strategies and a diversified, macro-driven strategy.
Dynamic Planner Teams Up With Salesforce to Deliver Financial Planning at Scale
November 5 2024
Dynamic Planner, the UK’s leading risk based financial planning system, has teamed up with Salesforce, […]
FinovateEurope 2022 with Christophe Ponette, Dynamic Planner
April 11 2022
Join Christophe Ponette, Managing Director in Continental Europe, for Dynamic Planner, speaking at FinovateEurope 2022. […]
Advisers Who Embrace Hybrid Will Thrive in 2022, Says Dynamic Planner CEO Ben Goss
January 6 2022
Dynamic Planner’s CEO Ben Goss, believes advisers who focus on customer needs and see change […]
Eight Out of 10 Advice Professionals Would Recommend Financial Planning as a Career, Reveals Dynamic Planner
November 30 2021
Dynamic Planner has published the first of its new annual ‘Dynamic Planner Spotlight Report: Growth, opportunity […]
