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Company

Nutmeg

Index

HNW Technology Solutions

Homes & Design

Spear's Black Book

Advice type

Portfolio management

Fintech thought

Client types

HNW

Sector focus

Financial Services

Fintech

Profile

Alex Longton

Description

Alex Longton joined digital wealth manager Nutmeg as a portfolio manager in 2013, entrusted to build a book of HNWs and to nurture existing clients. He is also leading on the company’s HNW product development, ‘which will help not only our HNWs, but feed through to our mass affluent clients.’

‘For an industry challenged by legacy systems, high fees and undynamic investment processes, Nutmeg’s cost efficiency and democratisation of wealth management offered the perfect antidote for private clients and first-time investors,’says Longton. The firm manages £1.9 billion in AuM for over 75,000 clients, with an average age of 39: a decade younger than the industry average.

Rank: Top Recommended

Top Recommended 2020, HNW Technology Solutions

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