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https://www.dynamicplanner.com/

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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.

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Dynamic Planner

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, […]

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