FE Investments chooses Jacobi 13 February 2025UK Reporter: Jack McRae
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FE Investments has selected technology vendor Jacobi to accelerate the growth of its managed portfolio service.
Jacobi’s technology will be used to scale and industrialise FE Investments’ portfolio risk monitoring, analytics, and portfolio design processes.
Rob Gleeson, chief investment officer at FE Investments, says: “With cost pressures continually increasing, efficiency at scale has become our biggest need. With this new system we are confident we will be able to offer a wider range of investment services to more clients than ever.”
Curtis Evans, managing director at Jacobi EMEA, says: “We continue to see strong demand for our model portfolio technology as wealth managers look to scale their investment processes and enhance the quality of engagement with clients.”
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