Moneyfarm Expands in the UK With Willis Owen Acquisition

Moneyfarm have announced it is expanding its footprint in the UK with the acquisition of Willis Owen, a longstanding provider of investment services. 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 Moneyfarm's third strategic acquisition in three years, following their successful integrations of Profile Pensions and Wealthsimple’s UK book of business. Together, these moves solidifies Moneyfarm 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, they are  combining their expertise in self-directed investing with their 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? Moneyfarm 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, they always looking for ways to grow, innovate, and serve customers 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. Moneyfarm can’t wait to welcome Willis Owen’s customers into the Moneyfarm family—and continue building the future of investing, together.