UK wealthtech Wealthify makes three senior appointments
Wealthify, a UK-based digital investment platform, has announced the appointments of three women on its senior leadership team.
Wealthify makes three senior appointments
Lucille Bellec, formerly head of operational transformation at Wealthify, has been named chief operating officer (COO), responsible for the wealthtech’s customer care, operations and third-party provider relationships.
Previously, she worked at insurance heavyweight Aviva, where she held several senior roles, including running the group CEO office.
Michelle Pearce-Burke, Wealthify’s co-founder and previous COO, has returned from maternity leave to a new role as chief strategy officer.
Colleen McHugh has been appointed as permanent chief investment officer (CIO) after joining on an interim basis earlier this year.
McHugh has been a member of Wealthify’s investment committee since 2019 and has over 20 years’ experience in the investment and financial services industry, working predominantly as an investment manager and private banker at banks such as HSBC, Barclays and Butterfield Bank.
Launched in 2016, Wealthify says it “provides a simple and affordable approach to investing”, available online and via mobile app.
It explains: “Customers simply choose how much they want to invest and their preferred investment style. Wealthify then builds and manages an investment portfolio on their behalf.”
In 2020, Wealthify was acquired by Aviva and is now run as its standalone subsidiary.
