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News, views, interviews and more from the Fundment team…
Important: Our tax year-end deadlines 2024/25
To help you meet all the important deadlines, we've outlined the key year-end dates.
A guide to fee flexibility on Fundment
Every client relationship is unique, which is why we've built a fee system to reflect that
Fundment raises £45m as profit milestone reached
Our annual results show profit growth and a 115% increase in revenue for the year ending 31 July, 2024.
Annual Market Review: A recap of 2024
Last year proved a fruitful one for investors. Will 2025 hold more of the same?
Fundment moves to historic Berners Street, Fitzrovia
After more than three years at our Newman Street location, we have moved! But we haven’t gone far…
Q3 2024 review: Emerging markets and US lead third-quarter rally
Rallying currencies held back some markets while China helped emerging markets lead the way
Fundment launches Cash ISA and Cash Lifetime ISA
A significant step towards meeting adviser and client demand for cash investment options.
Updated: More simple how-to guides added to Fundment
We have added several new user guides to our platform, including how to set up natural income payments.
Fundment launches Stocks & Shares Lifetime ISA
Meeting adviser demand, we are adding a Stocks & Shares Lifetime ISA to our suite of tax-efficient solutions.
Q2 2024 review: Markets recover amid elections uncertainty
News, insights and observations on global markets in the second quarter of 2024 from Fundment’s investment team.
Q1 2024 review: Global markets maintain upward trajectory
News, insights and observations on global markets from Fundment’s investment team.
Explained: Simple return vs time-weighted return
There are several ways to display rates of return - we explain the difference between two of the most common.
Fundment launches digital drawdown: What can it do?
We have launched digital drawdown, giving advisers more control over initiating drawdown strategies for clients.
Best and worst performing equity markets? Our review of 2023
Last year was an unusual one in global markets. Here’s our take on what happened, and what it means for 2024.
Fundment bolsters custom indexing tool with fractional trading
We have launched fractional share trading, strengthening our UK-first custom indexing proposition.
Fundment offers climate philanthropy option to clients
More people are donating to charity online and we are perfectly placed to help. So we tried something special…
Fundment launches custom indexing in UK first
Fundment has launched custom indexing, enabling advisers to build and manage bespoke index funds on behalf of clients.
‘People do business with people’: Laurie Jaques speaks plainly
Meet Fundment’s Director of Distribution, and discover why he is feeling so positive about the platform’s future…