April 2020

Investment Consultants in the COVID-19 era: a time to shine?

The COVID-19 crisis is a defining moment for Investment Consultants to reinforce their value. They have the ability to conduct impressive research and create deeply thoughtful recommendations, but the speed and delivery of this guidance can help differentiate their value in the eyes of their clients. This short blog post explores this in more detail.

Recent Insights

Jacobi - wealth management awards 2026
Jacobi Awards

Jacobi Named Finalist in the 2026 Wealth Management Industry Awards for Portfolio Analytics

Jacobi, a leading provider of multi-asset portfolio construction, analytics and investment management technology, is proud to be named a finalist in the Portfolio Analytics category .....
WealthTech firm of the year - Jacobi
Jacobi Awards

Jacobi wins WealthTech Firm of the Year at the Wealth & Asset Management Awards 2026

Jacobi is proud to be awarded WealthTech Firm of the Year at the MoneyAge, Wealth & Asset Management Awards 2026. .....