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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

models and AI
Model Portfolios

Like Oil and Water? Top Ten Challenges of Mixing Public and Private Assets in Model Portfolios

As the growth of model portfolios intensifies across the globe, investment managers are now turning to models that invest across both public and private assets. .....
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capital group jacobi webinar
Investment Strategy

On Demand Webinar: The Global State of Model Portfolio Management with Jacobi and Capital Group

An exclusive Capital Group and Jacobi Strategies webinar examining the trends, operational best practices, and strategic priorities shaping model portfolio management globally. .....
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