Nutmeg Robo-Advisor
A digital investment platform offering managed portfolios with expert oversight and an intuitive app.
Overview
Nutmeg Robo-Advisor, now part of J.P. Morgan Personal Investing, provides a digital investment platform that allows clients to invest in managed portfolios tailored to their goals and risk preferences. Clients can choose from a range of investment styles and receive ongoing portfolio management by experts, with regular updates and the ability to make changes at any time.
The platform offers various 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 offers paid bespoke financial advice services. A forthcoming wealth planner tool will enable clients to build a comprehensive view of their wealth and simulate financial scenarios.
Nutmeg emphasizes an intuitive mobile app experience for portfolio management and tracking, backed by J.P. Morgan's heritage and investment expertise.
Key Features
- + Managed portfolios with expert oversight
- + Range of investment styles and risk levels
- + Tax-efficient accounts including ISAs and pensions
- + Intuitive mobile app for portfolio management
- + Access to wealth experts for guidance
- + Paid bespoke financial advice service
- + Upcoming wealth planner tool for scenario simulation
- + Regular portfolio performance updates