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Meet Our Experts


With over 50 years' industry experience between them, your money is looked after by our team of qualified investment experts. They build, monitor, and adjust your Plan regularly, making sure it's always optimised and stays in line with your chosen risk profile.

Here you can learn about the team behind your investments, as well as our in-house content writers, who keep you up to date with useful blogs, videos, and emails!


At Wealthify, our team of highly experienced, qualified investment managers are always looking for opportunities to position your investments, with the goal of protecting your money and achieving your long-term objectives. Why not get to know them a little bit better below?


Chief Investment Officer

A member of Wealthify’s Investment Committee since 2019, Colleen leads the Investment Team alongside Deputy CIO, Kyle Cox.

Experience: With over 25 years’ international experience in the investment, banking, and financial services industry, Colleen has worked for a broad client base, including publicly listed banks such as HSBC, Barclays, and Butterfield Bank. Colleen provides Wealthify customers with a breadth of investment solutions, including alternative assets such as real estate and private equity. Her specialist experience lies in the multi-asset class portfolio (fixed income, equity, commodities) and venture capital.

Qualifications: Colleen holds an economics degree from the University of Ireland (Galway) and an MBA from the University of London. She is a Chartered Wealth Manager, member of the Chartered Institute of Securities & Investment, and also holds a certificate in ESG (Environmental, Social and Governance) investing from the CFA Institute.

Publications: Colleen is a regular guest on BBC Television and Radio, appearing on BBC World News, The Today Programme, and Wake Up to Money.


Deputy Chief Investment Officer

Working directly alongside Colleen McHugh (CIO), Kyle helps lead the Investment Team, specifically the asset allocation, fund research, and portfolio management processes for Wealthify Investment Plans.

Experience: Kyle joined Wealthify in July 2020, following eight years as an analyst and manager at various high-profile investment companies, including Bloomberg, Morningstar Investment Management, and a private single-family office. Thanks to this extensive and varied industry experience, Kyle brings with him particular expertise in fundamental analysis, fund research, and portfolio management.

Qualifications: As well as being a CFA charterholder, Kyle is a Bachelor of Science in Mathematics and Economics, and a Bachelor of Commerce in Financial Analysis & Portfolio Management.


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.


Senior Investment Analyst

As part of Wealthify’s Investment Team, Eric co-manages multi-asset strategies and asset allocation decisions, with a focus on global equities and the development of a consistent investment framework for Wealthify Plans.

Experience: Thanks to over 10 years working with financial planners and private clients, Eric has accumulated vast expertise in equity and fund analysis, asset allocation, portfolio management, and chairing investment committee meetings. His investment philosophy is shaped by curiosity and continuous learning about market dynamics, as well as the relationship between economic factors and different investment types.

Qualifications: Eric holds the following qualifications: Chartered Financial Analyst (CFA) charterholder; CFA UK Level 4 Certificate in Investment Management; CISI Level 4 Diploma in Investment Advice (Financial Planning & Advice); CISI Level 4 Certificate in Paraplanning.

Publications: A keen communicator, Eric enjoys writing about investment strategy, simplifying complex market updates and terminology into easy-to-read content. As part of his role at Wealthify, therefore, you’ll often see blogs from him about recent market trends and sustainable investing.


Investment Analyst

Tomos plays a key role in the strategic direction of Wealthify’s Ethical and Original Plans, conducting investment research and analysis of current and potential funds for both — before presenting these ideas in Investment Committee meetings.

Experience: With over five years’ experience in wealth management and the financial industry, Tomos cut his teeth at some of the industry’s biggest names, not least Barclays, Principality Building Society, and WH Ireland. As a result, his expertise lies in collecting, collating, and interpreting data on stocks and funds to help optimise Plan performance.

Qualifications: Tomos has a BSc in Accounting & Finance and MSc in Finance, and holds the CISI Level 7 Chartered Wealth Manager Qualification, CFA Level 4 Certificate in Investment Management and CISI Level 4 Diploma in Investment Advice.

Publications: Thanks to his interest in ethical and sustainable investing, Tomos is usually responsible for writing Wealthify’s Good Eggs blogs, and regularly contributes to more routine pieces such as Month in the Markets and our weekly, in-app Market Movements updates.

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.


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!


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.