Wealthify, a digital wealth management platform based in Cardiff, has announced Dan Giddings as the new Head of Business Development. Giddings joins with over 20 years’ experience in financial services and will be responsible for expanding customer acquisition beyond D2C through partnership opportunities.
Dan Giddings, Head of Business Development said: “I join at a time of potentially enormous growth, and I’m really keen to talk to other companies about how we can team up to help address the advice gap. Wealthify has built something really special – a beautiful and simple, low-cost investment service with no minimum investment. I’m truly impressed with the sheer flexibility of partnerships available, from white-labelling Wealthify’s current offering to developing new bespoke, client-led solutions – the opportunities are endless.”
He joins after nine years at BNY Mellon Investment Management, most recently as Partnerships Development Director. Prior to that, he has worked across a range of clients, including banks, financial advice networks and service providers, life companies and platforms. Giddings has achieved CFP, IMC, the Diploma in Financial Planning and the certificate in Private Client Investment Advice & Management.
Richard Theo, CEO and co-founder of Wealthify said: “We are thrilled to have Dan on board. He’ll bring a fresh perspective and be able to focus exclusively on bringing the Wealthify proposition to a range of partner firms for mutual benefit. Since Aviva’s strategic investment in our company, we’ve grown at a remarkable pace.
“We’ve enhanced our proposition, launched new innovative products, and partnered with challenger banks and fintech start-ups. Wealthify is now entering a new phase of expansion and Dan’s role will help the business grow in the right direction and secure our position as one of the leading UK robo-investment services.”