Wealthify Appoints Simon Holland as Chief Operating Officer

Penarth-based savings and investment platform Wealthify has announced the promotion of Simon Holland to Chief Operating Officer (COO) as the company continues to scale its operations and technology-driven investment services.

Simon Holland Takes on COO Role

Since joining Wealthify in 2019 as Chief Product Officer, Simon has played a pivotal role in shaping the company’s Data, Design, and Product Teams, leading the development of pension, investment, and cash savings products.

In his new role, Simon will retain these responsibilities while also leading teams focused on Wealthify’s proprietary investment and operations platform, covering Compliance, Financial Crime, Trading, Operations, and Customer Service.

“This is an exciting time at Wealthify – we’re scaling our award-winning products and customer service on our in-house platform and operations capability.

This will help us achieve high efficiency and automation that will be the foundation of our low-cost proposition and drive our growth – and I’m very proud to lead these teams.”

– Simon Holland, COO, Wealthify

Wealthify Strengthens Leadership with New CIO

Alongside Simon’s promotion, Wealthify has also appointed Jessie Kwok as its new Chief Investment Officer (CIO). She succeeds Colleen McHugh, who will remain involved with the company as a member of the Investment Committee.

With over 15 years of investment experience from senior roles at Investec Wealth, Fidelity International, and London & Capital, Jessie will play a key role in shaping Wealthify’s investment strategy and ensuring strong performance for customers.

“I am impressed by Wealthify’s success in bringing investments and savings to the mass market – and 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, CIO, Wealthify

Driving Growth & Innovation

With Simon leading operations and Jessie driving investment strategy, Wealthify is strengthening its leadership team to enhance its efficiency, automation, and customer-focused investment solutions. These appointments signal an exciting period of growth as the fintech continues its mission to make investing simple and accessible for everyone.