Wealthify

21 results about this entity

Period: 05 Aug 2016 - 17 Feb 2025

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Wealthify appoints Jessie Kwok as chief invesment officer

Leading investment and savings service Wealthify today announces the appointment of Jessie Kwok as its Chief Investment Officer (CIO), succeeding Colleen McHugh.

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Wealthify releases new proprietary platform

Savings & investment service Wealthify has today launched its new proprietary platform, which sees the company more than double its in-house capabilities to accommodate its plans to scale and grow the business.

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Wealthify appoints new CEO, Richard Amrbose

Wealthify today announces the appointment of a new CEO, Richard Ambrose, formerly of Azimo, PayPal, and eBay.

Wealthify launches first savings account with ClearBank support

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Wealthify launches first savings account with ClearBank support

Digital investment platform Wealthify is launching its first savings account using embedded banking technology from ClearBank.

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LGT Vestra and Wealthify to offer low-fee digital investment service

Wealthify, the multi-award-winning online investment service, today announces its latest partnership with leading wealth management firm, LGT Vestra. The deal will enable advisers to offer a low-fee investment alternative to clients whose capital does not warrant its standard advice fees.

Wealthify embeds Open Banking from Tink in investment app

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Wealthify embeds Open Banking from Tink in investment app

UK robo advisory platform Wealthify is using payment initiation services from Tink to enable users to load and top-up investment funds without leaving the app.

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Wealthify appoints former Barclays and Virgin Money execs to board

Wealthify, the multi-award-winning online investment service, today announces two senior appointments designed to fuel its continued growth.

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Wealthify names Ben Luckett chairman

Wealthify, the multi-award-winning digital investment service, today announces the appointment of Ben Luckett as Chairman. Ben is a former Strategy Director for Aviva’s UK General Insurance business and has served on Wealthify’s board since 2019.

TSB partners Wealthify to offer customers robo-investments

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TSB partners Wealthify to offer customers robo-investments

TSB is to launch its first investment programme through a partnership with robo-advisor Wealthify.

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Aviva takes complete ownership of Wealthify

Wealthify is starting a new chapter as we embark on the next phase of our growth.

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Wealthify launches digital personal pension

Wealthify, the multi-award-winning digital investment service, has launched a Self-Invested Personal Pension (SIPP) designed to make saving for retirement easier.

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Wealthify added to Money Dashboard aggregation app

Money Dashboard, the free personal finance app has released an integration with robo-investor Wealthify, enabling users to view the details of their investment accounts alongside the other current, credit and savings accounts they hold.

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