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FT Partners Advises Moneyfarm on its Acquisition of vaamo

Overview of Transaction

  • On November 20, 2018, Moneyfarm announced it has agreed to acquire vaamo
  • The transaction is subject to regulatory approval by German supervisory authority BaFin
  • Founded in Frankfurt, Germany in 2014, vaamo is a digital wealth manager providing regulated, fully-managed discretionary portfolios to private investors
  • Headquartered in London, U.K., Moneyfarm is a digital wealth manager operating in both Italy and the U.K. providing bespoke automated advice and discretionary portfolio management with exposure to multiple asset classes, through its diversified ETF-based portfolios
  • Moneyfarm and vaamo will continue to service their respective clients, and vaamo will operate under its brand for the time being

Significance of Transaction

  • The acquisition accelerates Moneyfarm’s entrance into Germany, given vaamo’s strong position in the country
  • With this acquisition, Moneyfarm will be able to offer increasingly personalized and innovative investment advice solutions to employees and customers of companies and financial institutions
  • Ultimately, the transaction enables both companies to bolster product development and expand their presence in Europe

FT Partners' Role

  • FT Partners served as exclusive strategic and financial advisor to Moneyfarm
  • This transaction underscores FT Partners’ strong domain expertise and successful track record in the WealthTech space