July 2019

The Jacobi Story - Morgan’s Podcast

Want to learn more about Jacobi's history, our DNA and our technology roadmap for the future? Jacobi Co-founder | Head of Global Distribution, Tanya Bartolini was recently a featured guest on Morgan's Financial podcast with @christitley.

Recent Insights

Investment Management in the Non-Profit Sector
Investment Strategy

Balancing Purpose and Performance: Investment Management in the Non-Profit Sector

As non-profit institutions’ reliance on long-term investing has grown, the governance systems overseeing these complex portfolios have often failed to evolve. Over the past two .....
Jacobi shortlisted - Wealth & Asset Management awards 2026
News

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. .....