Inside Nutmeg

It is with great sadness that we confirm today that Nick Hungerford, Nutmeg co-founder and one of Britain’s most successful entrepreneurs has passed away at the age of 43.

As the market for exchange-traded funds (ETFs) continues to grow, new products and trends are emerging. Our investment team share how they pick from what is becoming an increasingly crowded marketplace.  

After a torrid year for government bonds in 2022, there’s been more positive signs from the asset class so far this year. We explain what’s changed, and why the Nutmeg investment team is no longer underweight the asset class versus our risk benchmarks.  

A common question during turbulent market conditions is: “what can be done to protect our portfolios?” We have written on this extensively over the years and can offer three different perspectives: from markets; from our clients; and from Nutmeg’s investment team. 

In this month’s investor update, our investment writer, Gary Shepherd, speaks with our director of investment strategy, Brad Holland, about the main drivers behind market movements in October and what this has meant for Nutmeg portfolios.  

In this month’s investor update, our head of design, Chris Tobias, speaks with our chief investment officer, James McManus, about the main drivers behind market movements in September and what this has meant for Nutmeg portfolios. 

In this issue of Nutmeg Explores our head of trading, Jason Conan-Davies, explains how we trade, the benefits for Nutmeg clients of our in-house trading team and how we use our fractional ETF trading facility to make the process efficient and low cost for clients.  

You may have heard the term Open Banking, which refers to reforms that let third-party providers access your financial information. This is the technology that lets apps such as Yolt, Emma and Money Dashboard bring together different accounts, including your Nutmeg account, to give you an overview of your money. Open Banking offers other benefits, too. A great example is in payments. 

Exchange-traded funds (ETFs) and mutual funds have similar structures, are widely available to investors and each offer exposure to a range of different assets. They are even regulated in much the same way. So, why do we prefer ETFs at Nutmeg?

Nutmeg launched with an ambitious mission: to democratise wealth management by empowering generations of investors. We’ve used technology to disrupt an exclusive industry and we‘ve opened up high-quality investing to many more people, at a radically low cost.