Wealthify Names Simon Holland as Chief Product Officer

Ricardo Esteves

Ricardo Esteves has seen business and economics through many lenses. He joined the Financial Services Industry in 2009, and has been a financial journalist since 2011. He holds a degree in Business Administration and has experience producing real-time news, from both buy-side and sell-side, as well as for retail traders, brokers and service providers. Esteves' work has appeared in a variety of online publications including FX Street and FinanceFeeds.

Wealthify Names Simon Holland as Chief Product Officer

January 14, 2020

The award-winning digital wealth management platform has appointed Simon Holland as Chief Product Officer to join the full-time senior management team which now becomes seven strong. Simon. Holland will be responsible for Wealthify’s program of new products and innovations.

Simon has more than 12 years’ experience in financial services, fintech, and product management. He joins Wealthify from early-stage fintech and HSBC spint out Project Pulse. He dedicated three years as an independent consultant. 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.

Simon Holland, Chief Product Officer at Wealthify, commented: “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.”

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.”

Earlier this year, Wealthify announced strong gains in 2019 for its customers, with many of its plans showing double digit growth. The firm’s top performing Plan has grown by over 40% in less than 4 years.

As climate change took center stage, with heightened activity globally from the Extinction Rebellion movement and the global prominence of activist Greta Thunberg, the firm added a fund that invests specifically in the environment. The plan delivered an almost 7% return in under three months.

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