Provider says it expects to reach £10bn in AUM within the next three years
Acquisition of ProManage takes Smart’s AUM to more than £8bn
Funding round expected to boost investment in company’s retirement technology platform
Smart’s AUM grew by 117% in the last year on its Keystone platform
Platform designed to provide flexible integration with existing retirement software
Chrysalis Investments leads the £165m Series D funding round so far with £75m of capital
Smart has promoted chief operating officer (COO) Jamie Fiveash to the role of UK chief executive (CEO).
Formerly UK-centric Smart will launch in three new territories next year as part of an expansion following the close of its most recent funding round.
Natixis Investment Managers has made a strategic investment in Smart, the technology platform behind the Smart Pension master trust.
Smart Pension and Australian administrator Link Group have entered a strategic global partnership to take their “combined expertise” into new markets in the UK and globally.