/wealth management

News and resources on wealth, investment management, robo and advisor markets worldwide.

Wealthify appoints Simon Holland as chief product officer

Source: Wealthify

Wealthify, the award-winning digital wealth management platform, is proud to welcome Simon Holland as Chief Product Officer.

Simon brings over 12 years’ experience in financial services, fintech and product management. He will join the full-time senior management team which now becomes seven strong. Simon will be responsible for Wealthify’s programme of new products and innovations.

“Wealthify has already won many awards and is on a mission to make investing accessible to everyone.” Simon stated “The team has built a fantastic product and service for customers, offering beautiful access to low cost investing, with no minimum investment amount. Now, there are huge opportunities from new technology and regulation to bring more of Wealthify to more people. We have some really exciting plans to increase the range of investment options we offer, build relationships with key FinTech players, and enhance the investing experience - to encourage even more people to put money aside for their future.”

He joins after three years as an independent consultant, most recently as Head of Product at early stage FinTech projectpulse.co.uk, a spin out from HSBC. Prior to that, Simon has built e-commerce, online banking and developer portals for global banks and marketplaces. He has also achieved certifications from the Chartered Institute of Securities and Investments (CISI) and the IDM.

Richard Theo, CEO and co-founder of Wealthify said “We are thrilled to have Simon on board. He’ll bring a fresh perspective and be able to focus on bringing increasing innovation to the Wealthify proposition. Since Aviva’s strategic investment in our company, we’ve grown at a remarkable pace. We’ve enhanced our proposition, launched new innovative products, and partnered with challenger banks and FinTech start-ups, as well growing our client numbers and AUM exponentially. Having proven the potential, Wealthify is now entering a new phase of accelerated expansion though maintaining our measured and sustainable approach to expansion.”

Comments: (0)