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Wealthify review: Hands-off investing

What is Wealthify?

Wealthify is a digital investment management company, which aims to offer simple and effortless ways to invest your money.

Based in Cardiff, Wealthify launched in 2016 and is backed by Aviva, which acquired a majority stake in 2017.

It operates online through its website and an app, but also has humans available on the phone.

How does Wealthify work?

Wealthify invests your money in diversified portfolios to spread your risk across different industries and countries. Your portfolio will contain mainly low-cost, passive investments, such as Exchange-Traded Funds (ETFs) and mutual funds.

Its team of qualified investment managers are monitoring and adjusting your plan regularly as the stock market fluctuates to ensure the best returns for your money.

 

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