The Work Index by Flexa

MFM Holding Ltd

Moneyfarm is a digital wealth management platform that provides personalized investment solutions and expert guidance.

https://www.moneyfarm.com/uk/
5.7

/10

Transparency ranking

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Description

Moneyfarm is a digital wealth management company offering low-cost, personalized investment solutions to individuals in the UK and Italy. Their mission is to make investing simple and accessible for everyone, using technology and expertise to guide clients on their financial journeys. They offer various investment products like Stocks and Shares ISAs, Pensions, General Investment Accounts, and Junior ISAs, catering to a wide range of financial needs and goals.

Moneyfarm's hybrid model combines cutting-edge technology with guidance from skilled investment consultants and a dedicated asset allocation team. Their approach emphasizes transparency, simplicity, and cost-efficiency, allowing investors to understand their investments better and take control of their financial futures. Moneyfarm stands out as a leader in digital wealth management, serving over 125,000 active investors and managing over £3.5 billion in assets. Their commitment to accessible wealth management for all drives them to continuously improve their services and expand their offerings.

Flexibility

MFM Holding Ltd, trading as Moneyfarm, offers a flexible work environment. They state on their careers page that they are committed to creating a culture that encourages individual growth and provides opportunities for flexible work arrangements. While specific details regarding the types of flexibility offered are not provided on the website, the company emphasizes their commitment to supporting employees' needs and fostering a positive work environment.

Mission

Moneyfarm's mission is to make investing simpler and more accessible for everyone, empowering individuals to take control of their financial well-being and achieve their life goals through financial success. They strive to create a more transparent and personalized investment experience by combining smart technology with expert guidance from their investment consultants and a dedicated asset allocation team.

Data-driven
Disruptor
Environmental impact driven
Improving quality of life/health
Social impact led
Sustainability
Tech for good

Culture

Moneyfarm promotes a collaborative and customer-centric culture, emphasizing transparency, accessibility, and the importance of working together to achieve financial success. They value simplicity and a focus on long-term growth for their clients, while also emphasizing their commitment to ethical and socially responsible investing practices. This is further demonstrated through their commitment to clear and low-cost fee structures, along with their emphasis on providing a positive and engaging customer experience.

Agile and dynamic
Collaborative
Entrepreneurial
People-first
Progressive
Supportive
Transparent

DE&I

MFM Holding Ltd., trading as Moneyfarm, is committed to fostering a diverse, equitable, and inclusive workplace. The company emphasizes the importance of a workforce that reflects the diversity of its customer base and believes that a diverse workforce contributes to better decision-making and innovation. Moneyfarm acknowledges that eliminating all sources of conflict of interest is impossible, but they have implemented procedures and protocols to manage and address conflicts of interest to safeguard the welfare of their clients. They also have an ESG Integration Policy that monitors ESG ratings at a portfolio level and are working on launching an ESG proposition of a set of “socially responsible” ETFs to contribute positively to sustainable development.

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