Jacobi, that combines portfolio design, management, and client engagement capabilities, has won the prestigious WealthTech Firm of the Year award at the Wealth & Asset Management Awards ceremony.

Winning the Wealthtech of the Year award is a significant achievement for Jacobi and a testament to its commitment to innovation and excellence in the wealth management industry. The award recognizes the platform’s ability to empower wealth offices to deliver better investment outcomes for their clients through more efficient portfolio design and management.

The Wealth & Asset Management Awards, hosted by MoneyAge, celebrated their fifth year of recognizing success and innovation in the wealth and asset management industry. The awards aim to reward excellence in both retail and institutional money management and investment, with a focus on helping clients such as UK consumers, pension funds, charities, and insurance companies.

You can find out more information on the awards and finalists here.