Aviva to take majority stake in robo-investor Wealthify
For undisclosed fee
“Aviva’s investment in our business reflects a clear shift in market demand for high-quality, technology-enabled financial services solutions" - Wealthify's Richard Theo
Aviva has agreed, for an undisclosed fee and subject to regulatory approval, to acquire "a majority shareholding" in Wealthify Group, the holding company of robo-investment service Wealthify.
The insurer said the move was part of its strategy to build customer loyalty by providing a wide range of insurance and investment services managed through its digital MyAviva hub. It added the investment...
More on Companies
Sesame Bankhall duo join Simplybiz Group
Paul Bruns and Elaine Parkes
AFH buys client portfolios of Beaufort Securities' Colwyn Bay office
Adds up to £130m FUM
Three graduates kick off financial planning career with Bury firm
After 14-month FAS programme
Quilter's advice school rebrands and begins level 6 Chartered course
Rebranded from OMW
AFH acquires client portfolio of Emery Little for up to £1.6m
Wiltshire-based business
More news
Sesame Bankhall duo join Simplybiz Group
Paul Bruns and Elaine Parkes
First funds returned to collapsed Beaufort Securities clients via FSCS
3,000 left to transfer
Life expectancy improvements grind to a halt - ONS
Record numbers of people aged 90 plus
CISI calls on advisers to sign up for UK Financial Planning Week
From 3 to 10 October
Back to Top