April 2023

Jacobi highlighted in 2023 APAC WealthTech Landscape Report

The 2023 APAC WealthTech Landscape Report has been released. The report is a comprehensive guide to the technology and related vendor marketplace for the APAC Wealth Management Community. In the report, Jacobi's Tanya Bartolini discusses the growing need for an institutional process for the mass affluent market.

The Jacobi article is found here.

The full WealthTech Landscape Report is found here.

Recent Insights

Jacobi shortlisted - Wealth & Asset Management awards 2026
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Jacobi shortlisted for WealthTech Firm of the Year and Technology Firm of the Year (Platform) at the Wealth & Asset Management Awards 2026

Jacobi is proud to be recognised and shortlisted for two awards at the to 2026 Wealth & Asset Management Awards 2026. .....
off the record podcast - model portfolios Jacobi
Model Portfolios

Curtis Evans of Jacobi Strategies discusses model portfolios on Institutional Asset Manager podcast

Curtis Evans of Jacobi Strategies, explains to Institutional Asset Management’s Beverly Chandler, how the firm’s offering works with model portfolios. .....