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Home Investment MOVERS AND SHAKERS: DIGITAL INVESTMENT PLATFORM WEALTHIFY ANNOUNCES THREE SENIOR FEMALE APPOINTMENTS

MOVERS AND SHAKERS: DIGITAL INVESTMENT PLATFORM WEALTHIFY ANNOUNCES THREE SENIOR FEMALE APPOINTMENTS

by uma

 

Wealthify, a leading UK digital investment platform, has announced the appointments of three senior women on its Senior Leadership Team, as it seeks to continue its rapid growth under CEO, Andy Russell

Colleen McHugh has been appointed as permanent Chief Investment Officer (CIO) after joining on an interim basis earlier this year.  Colleen 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 for publicly listed banks, including HSBC, Barclays and Butterfield Bank. She will co-lead a very capable investment team alongside Deputy CIO, Kyle Cox.

Michelle Pearce-Burke, Wealthify Co-Founder and previous Chief Operating Officer has returned from maternity leave in November to a new role as Chief Strategy Officer. As part of this, she will be developing, communicating and implementing our future strategy that aligns with Wealthify’s purpose and growth ambitions.

Lucille Bellec has stepped into the role of Chief Operating Officer, responsible for Wealthify’s Customer Care, Operations and third-party provider relationships. Lucille was previously Head of Operational Transformation and previously worked at Aviva, where she held a number of Senior roles, including running the Group CEO Office. Lucille brings extensive experience in delivering operational transformation projects and driving business performance.

Colleen McHugh, CIO, commented, “I’m delighted to be part of a company that is bringing more and more people into the world of investing, removing the barriers that many face. Since joining as Interim CIO, I’ve been motivated by our purpose of inspiring anyone to build their future wealth, as well as the passion and determination all our colleagues embody.”

Michelle Pearce-Burke, Co-founder and CSO said, “Wealthify has come a long way since our humble beginnings six years ago and I’m so proud of all we’ve achieved and how many people we have inspired to start investing.  Our progress to date has been strong and I can’t wait to get stuck into my new role helping to shape and drive our future, alongside our fantastically talented and committed team.”

Lucille Bellec, COO, added, “I am excited to take on this new role at such an exciting moment in Wealthify’s growth journey. I look forward to working with the team to continue improving our services for our customers and build out our operations to support our future ambitions.”

Andy Russell, CEO, commented, “We’re thrilled to be announcing the addition of 3 strong, talented women into or senior leadership team.  Colleen has already had a huge impact on our investment strategy and brings a wealth of experience to the role. We also welcome Michelle back with open arms.  We can’t wait to have her back on the team, driving us forwards in our goal to make investing accessible to as many people as possible. And with Lucille picking up the COO mantle, our Senior Leadership Team couldn’t be stronger.”

 

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