Robo Advisor of the Year for Europe – 2016
Awarded to the firm providing the best online, lower cost and technologically efficient investments for clients.
In just a few months, the firm has launched “3 options for retail customers across 17 European countries to acquire ETFs based on hundreds of portfolio models (starter portfolios, investment plans and custom goals) in 3 currencies (pounds, euros and dollars),” according to one nomination. “ETFmatic offers portfolios of all levels of sophistication, from starter portfolios that allow clients to pick an equity/bond allocation, via dynamic investment plans constructed using modern portfolio theory, through to custom portfolios where clients can set their own asset allocation.”
One of the largest digital wealth management companies in Europe, Moneyfarm uniquely waives its fees for accounts with less than £10,000 or more than £1 million in assets under management, according to ETF Strategy.
The UK digital giant continued to shine in 2016, with steadily growing assets and extensive public advertising that pushed the concept of low cost investing deeper into the minds of investors.
- Scalable Capital
Just 10 months after launch, Scalable Capital manages €100 million in assets for more than 2,500 clients. The firm has made its name around having a better understanding of risk than competing products, quantifying potential downside exposure for clients in a clear, easy to understand way. The firm’s focus on risk leads to portfolios that protect against downside risk, helping keep investors invested.