Wealthify Welcomes Jessie Kwok as New Chief Investment Officer

FinTech Wales member, Wealthify, has announced the appointment of Jessie Kwok as its new Chief Investment Officer (CIO), a move that brings extensive investment expertise to the company’s leadership team. Kwok steps into the role following the tenure of Colleen McHugh, who will continue to support Wealthify as an investment consultant and member of its Investment Committee.

With a career spanning some of the most respected names in investment management, Kwok brings a wealth of experience to her new position. Most recently, she served as Senior Investment Director at Investec, leading investment strategies for a diverse client base. Her background also includes key roles at Fidelity International, where she spearheaded the development of a digital advice and discretionary portfolio solution, as well as portfolio management positions at London & Capital, Schroders, and HSBC. She is a CFA Institute Charterholder and holds certifications in Sustainable Finance and ESG Investing.

“I’m delighted to join Wealthify at such an exciting time for the business. I am impressed by Wealthify’s success in bringing investments and savings to the mass market, and I am humbled to be given the responsibility of protecting our customers’ financial futures. I look forward to hitting the ground running and continuing Wealthify’s great investment performance in the years to come.” – Jessie Kwok

Her appointment comes as Wealthify continues to expand its mission of making investing simple, affordable, and accessible to a broad audience. As CIO, Kwok will oversee investment strategies, risk management, and portfolio performance, ensuring customers benefit from strong, resilient investment solutions.

“I have greatly enjoyed my time as CIO at Wealthify – I’ve witnessed the company’s rapid growth and consistent investment performance. Jessie’s appointment comes at a time of prolonged uncertainty in financial markets. I am confident that she will effectively navigate the challenges and opportunities ahead and ensure the continued success of the team.” – Colleen McHugh

With her deep expertise in investment management and digital financial solutions, Kwok is set to play a key role in shaping Wealthify’s next phase of growth. As financial markets continue to evolve, her leadership will help drive innovative strategies that serve both new and experienced investors.