Nutmeg
A digital investment platform offering managed portfolios and financial guidance through an intuitive app.
Overview
Nutmeg is a digital investment service now operating as J.P. Morgan Personal Investing, providing managed portfolios tailored to individual investment goals and risk preferences. Clients can choose from various investment styles and have their portfolios managed by experts, with ongoing updates and the ability to make changes at any time.
The platform offers a range of tax-efficient investment accounts including ISAs, personal pensions, general investment accounts, and income investing options. It also provides free access to wealth experts for guidance and a forthcoming free wealth planner tool to help clients build and track their financial plans.
Nutmeg emphasizes an intuitive app experience for investing, planning, and tracking portfolio performance, supported by J.P. Morgan's heritage and investment expertise. Paid bespoke financial advice is also available for clients seeking personalized financial plans.
Key Features
- + Managed investment portfolios tailored to goals and risk levels
- + Range of tax-efficient accounts including ISAs and pensions
- + Access to wealth experts for free guidance
- + Intuitive mobile app for portfolio management and tracking
- + Upcoming free wealth planner tool for financial planning
- + Option for bespoke paid financial advice
- + Cashback and rewards for transferring investments