Meet Our Experts
An award-winning team
At Wealthify, our in-house team of investment experts mean you've got decades' worth of investing experience at your fingertips.
By monitoring and adjusting things regularly, your Investment Plan is being consistently optimised and kept in line with your chosen investment style and values.
Their dynamic and detailed approach to managing money is why so many people choose to invest with Wealthify in the first place.
JESSIE KWOK, CFA, Chartered MCSI
Chief Investment Officer
Meet Jessie, our Head of Investments. Well-versed in managing multi-billion-pound assets over the course of her career, we’re delighted to have Jessie’s knowledge and expertise leading the team.
Experience: Having started her career with HSBC in 2007, Jessie’s since managed portfolios and undertaken leadership roles for a variety of big-name organisations in the financial industry.
Qualifications: Jessie became a Chartered Financial Analyst (CFA) in 2011 and earned her Chartered MCSI designation in 2015. She holds a degree in Economics from UCL, has also completed certifications in ESG Investing, Investment Management, and Sustainable Finance through the CFA Institute and the University of Cambridge’s Institute for Sustainability Leadership.
LAYTH SAADI, Chartered MCSI
Investment Manager
One of our longest-standing staff members, Layth joined Wealthify in April 2017. As part of the Investment Team, Layth is responsible for the daily trading of mutual funds, portfolio administration, as well as Plan rebalances and position changes.
Experience: Having spent his entire career in wealth management at Wealthify, Layth’s knowledge and expertise of our investment strategy, products, and processes is truly unrivalled. Layth has previously led on the fund selection of both active and passive funds, and currently supports the team by prioritising asset allocation decisions as well as all things operational when it comes to managing our plans.
Qualifications: Following a BA (Hons) in Economics, Layth has since completed his Level 4 CISI Investment Advice Diploma (Securities) and has passed two of three exams for the CISI Level 7 Chartered Wealth Manager Qualification.
TOMOS RUSSELL, Chartered Wealth Manager
Investment Analyst
Recognised as one of CityWire’s Top 30 under 30 wealth talents, Tomos cut his teeth at some of the industry’s biggest names — not least Barclays, Principality Building Society, and WH Ireland.
Experience: With over six years’ experience in wealth management, Tomos’ resulting expertise lies in collecting, collating, and interpreting data on stocks and funds to help optimise investment performance. As a result, he plays a key role in the strategic direction of Wealthify’s Ethical and Original Plans, conducting investment research and analysis of both current and potential funds.
Qualifications: Tomos has an array of qualifications, including a BSc in Accounting & Finance; MSc in Finance CISI Level 7 Chartered Wealth Manager Qualification; CFA Level 4 Certificate in Investment Management; and CISI Level 4 Diploma in Investment Advice.
Investment outlook and how we invest
Our outlook on the long-term futures of markets across the world and in different asset classes, shapes how we invest your money.
Our Writers
Working closely with our Investment Team, we also have a talented Communications Team. Responsible for writing blog, email, and social media content, they're here to help keep you up to date and confident about the long-term possibilities of investing.
JACK RIVERS
Content Writer
With over 15 years' experience as a writer, Jack is Wealthify's resident Content Writer. And, like so many thirty-somethings, wishes he'd started investing (and taking his pension a little more seriously) earlier on in life! Not wanting others to be left with the same regrets, Jack now uses his passion for writing and financial democratisation to create blogs, emails, and adverts that are relevant, reliable, and reassuring for Wealthify users. He's also responsible for ensuring that all our communication remains free from investment jargon!
LOUISE CUNNAH
Content and Social Media Executive
Since graduating with a degree in English, Media, and Journalism back in 2014, Louise has gained over 9 years' experience writing professionally. At Wealthify, Louise manages our social media presence alongside writing content for our website. She's a whizz at making complicated subjects – like finance – more engaging, clearer, and easier to understand. As a recovered spender who now enjoys saving and finding ways to grow her future wealth, Louise is passionate about helping Wealthify customers do the same.
