Wealthify, the Wales headquartered digital wealth management service provider recently revealed the appointment of a new member to its senior level leadership team. The move was first made public via an announcement in the firm’s official LinkedIn account according to which, the firm has on-boarded Mr. Simon Holland to serve as its new Chief Product Officer. The incoming executive is a veteran with more than 12 years of experience in financial services, fintech and product management verticals. In his new role as Chief Product Officer at the firm, Simon is responsible for the firm’s programme of new products and innovation. As his new role comes into effect, the senior level leadership team which handles various operations of the firm now consists of seven members in total.
Prior to taking up his current role as head of products division, he served as an independent consultant for nearly three years. Prior to his term as independent consultant, he served as Head of Products division at another fintech start up Projectpulse.co.uk which was still in its early stages at that point of time having been formed by team fresh out of HSBC. Earlier in his career, Simon has held several senior level roles and played an integral part in wide range of firms in financial services sector ranging from e-commerce, online banking and developer portals to global banks and market places. He has also achieved certification from the chartered institute of securities and investments and the IDM according to his personal data mention in statement released by the firm.
Commenting on Richard’s appointment at the firm, Richard Theo – CEO 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”.
Commenting on his new role at the firm, Simon said, “Wealthify has already won many awards and is on a mission to make investing accessible to everyone. 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”.