Wealthtime has bolstered its management team with three newly created senior appointments as part of its strategy to drive platform growth and innovation.
Michael Milner joins as head of proposition, responsible for shaping the strategy and development of Wealthtime’s product and service offerings.
He brings extensive experience in proposition development from previous roles at Nucleus, Aegon and Phoenix Group.
Rod McClair-Burgess has been appointed oversight director, following the transfer of Wealthtime’s operations and technology functions to Wipro.
He has more than 20 years’ experience in financial services, including senior roles at HSBC, Standard Life Aberdeen, Axa Wealth and, most recently, M&G Wealth, where he was head of strategic partners, governance and oversight.
Kylie Clark takes on the role of client experience director, overseeing customer service operations.
She joined Wealthtime in April as senior operations consultant and has more than 15 years’ experience in customer service and operations with Axa Wealth, Rowan Dartington and SS&C Technologies.
Toby Larkman, managing director of Wealthtime, said: “Michael, Rod and Kylie’s appointments mark an important step in our continued growth journey.
“Their extensive experience adds further depth to our management team, and their expertise will be instrumental as we continue to evolve Wealthtime’s offering to deliver even greater value for advisers and their clients.”
Wealthtime and Wealthtime Classic, both owned by private equity firm AnaCap Financial Partners, have a combined £11.9bn of pension and investment assets under administration and serve more than 74,000 clients.
The platform has recently seen several senior departures, including chief customer officer Lucy Bristow, who stepped down in July after seven years, and chief financial officer James Slade, who left in April after four years with the firm.
