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April 2026

Jacobi shortlisted as a Finnies 2026 finalist!

Jacobi is proud to be shortlisted for Excellence in Wealth Management (including PFM & Robo) at the Fintech Australia Finnies 2026.

Congratulations to all finalists. See the full list here.

Recent Insights

Stress Testing Private Assets in a Total Portfolio Approach
Investment Strategy

Beyond Point-in-Time Metrics: Stress Testing Private Assets in a Total Portfolio Approach

Private assets don't just require a different allocation approach. They require a different way of thinking at every stage of portfolio management, including how resilience .....
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separating investment IP from IT
Investment Technology

Beyond the Build vs. Buy Debate

Why Forward-Thinking Investment Firms Are Separating IP from Investment Technology. .....
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