Andy Russell

Andy Russell Email and Phone Number

CEO of Wealthify @ Wealthify
cardiff, cardiff, united kingdom
Andy Russell's Location
Bishop Monkton, England, United Kingdom, United Kingdom
About Andy Russell

Since 2020, I’ve been CEO at Wealthify, a multi-award winning, purpose-led digital investment management service whose purpose is to inspire anyone to build their future wealth. I have taken a budding start-up and matured it into a successful scale up, including having:- Successfully managed the intricate transition from being founder-led to a wholly owned, fully autonomous subsidiary, maintaining the start up culture.- Established our purpose led strategy and plans, underpinned by our market leading cost of acquisition (a third of our competitors), obtaining the funding to break even.- Successfully delivered on this strategy, 10x-ing the company (AUM and value), including: o Established a full rewards framework, aligning our culture and growth targets. o Matured our customer focussed design & build frameworks, reducing onboarding times by 4/5ths. o Established a new brand strategy, widening our reach and broadening out the customer base. o Increased FTEs 4 fold, having now successfully recruited to our long-term structure. Prior to this, I was in various corporate leadership roles, which included :- ICF accredited qualified business coach- Regulatory responsibilities (CFO of £125bn of retirements products) and acquired new regulatory permissions from the FCA (Client Money permissions as part of large insourcing project)- Internal consultancy, leading effective cultural, process and system transformations across various teams with very different needs.- Financial risk management ownership across multiple companies- Technical funding structures, valuations and accounting- Established and led Aviva's commercial chartered accountancy graduate schemes, which ICAEW consider to be one of the best in the UK.What really gets me out of bed in a morning, apart from noisy kids, active dogs and an annoying itch for exercise, is solving complex problems, and using my curiosity, my ambition and my resolve, to really make a difference to people’s lives.

Andy Russell's Current Company Details
Wealthify

Wealthify

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CEO of Wealthify
cardiff, cardiff, united kingdom
Website:
wealthify.com
Employees:
48
Andy Russell Work Experience Details
  • Wealthify
    Ceo Of Wealthify
    Wealthify Jun 2020 - Present
    Cardiff, Wales, United Kingdom
    AS CEO, I set our direction and drive the team, ensuring the customer is at the heart of everything we do.Wealthify offers a simple, straightforward and low-cost way to start investing, democratising the investments market by helping anyone investing from as little as £1. Combining industry experts and seamless technology, Wealthify provides accessible, affordable and multi-award-winning experience. Backed by Aviva and winning lots of awards each year, the Wealthify team are on a mission to inspire anyone to build their future wealth.
  • Aviva
    Director Of Aviva Ignite (Internal Consultancy)
    Aviva Sep 2017 - Jun 2020
    York, England, United Kingdom
    Internal consultancy, including the following senior leadership projects:- Lead and transformed Aviva's shared service company, including offshoring, restructure, system change, and process improvement. Reducing cost (50%) whilst improving efficiency and staff engagement.- Aviva Group FP&A Director - incl. cultural and process transformations and global plan delivery.- Established a Global FP&A Transformation project- Complex modelling benchmarking, optimising the annuity matching assets strategy.
  • Aviva
    Aviva Retirement Uk Cfo
    Aviva Jun 2014 - Sep 2017
    York, United Kingdom
    Regulatory CFO and Board Director of Aviva's Equity Release company, which increased AUM 50% as market leader during my time on the Board.Regulatory CFO of Aviva's Adviser and Consumer Platform Savings companies, which increased AUA 800% during my time as CFO.Finance Business partner to annuities, equity release, and individual savings platforms.
  • Aviva
    Investment'S Credit, Liquidity & Fx Risk Lead
    Aviva Jun 2011 - Jun 2014
    York, England
    • Owner of Aviva UK Life’s investment credit, liquidity and FX risk policies and frameworks and operational risk management including resulting MI reporting.• Governance framework designer and implementer of outsourced asset originators, approving or facilitating the approval of large illiquid assets purchases (commercial finance, infrastructure etc.)• Lead the end to end transformation of an outsourced commercial mortgage origination function, including the resulting asset portfolio sale.
  • Aviva
    Technical Accounting Manager
    Aviva May 2009 - Jun 2011
    York, England
    Led the technical accounting and development team for life and non-life entities, providing technical accounting and regulatory advice, financial reporting review/challenge and audit relationship management
  • Leeds Building Society
    Assets & Liabilities Manager
    Leeds Building Society May 2005 - May 2009
    Leeds
    Established and ran a new Treasury Middle Office function; owned the Financial Risk Management policy, including interest rate risk, liquidity risk and credit risk reporting both internally and externally; responsible for regular accounting production of technical financial instruments and derivatives reporting; and secretarial duties to, and membership of, ALCO and its management sub-Committee.
  • Kpmg
    Audit Manager
    Kpmg Aug 2000 - May 2005
    Birmingham, England, United Kingdom
    In-charging and junior managing audits (principally IFRS, but including US GAAP, SOX & compliance) of large multinational companies, specialising in the Financial Services industry in locations throughout the UK (including a retail bank (£4bn receivables), a mortgage lender (£2bn receivables), internet deposit takers (£18bn balances) and a building society (£4bn receivables)). Projected managed teams of up to 10 members of staff, held budgetary responsibilities, developed client relationships and junior staff, and responsible for resulting client communication. Other experiences included - In-charging the audit of software developers and a construction company- Corporate Recovery (6 months secondment) – liquidations and administrations- Due diligence audit (3 months secondment)- Administering the audit of mis-sold pensions (6 month secondment)

Andy Russell Education Details

Frequently Asked Questions about Andy Russell

What company does Andy Russell work for?

Andy Russell works for Wealthify

What is Andy Russell's role at the current company?

Andy Russell's current role is CEO of Wealthify.

What schools did Andy Russell attend?

Andy Russell attended University Of Warwick - Warwick Business School, Sheffield College, Chaucer School.

Who are Andy Russell's colleagues?

Andy Russell's colleagues are Rhys Jones, Harry Dyer, Victoria Rook, Jade C., Danielle Jones, Collette Bassett, Nick Wain.

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