At Best Startup UK we track over 130,000 UK startups and over 500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United Kingdom based CFO’ operating in the Wealth Management space. If you think a CFO’ is missing from this list, feel free to contact our editor on editor@beststartup.co.uk.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Companies House UK, Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
David Mathers
Chief Financial Officer of Credit Suisse
David Mathers has been the CFO of Credit Suisse Group and a member of the Executive Board since October 2010. He is also responsible for the Group’s global IT and global Operations functions. Prior to his appointment as CFO, Mr. Mathers was the Head of Finance and the COO for Investment Banking in New York and London from 2007 to 2010. In this role, he was responsible for Investment Banking Finance, Operations, Expense Management and Strategy. Mr. Mathers started his career as a research analyst at HSBC James Capel in 1987 and became Global Head of Equity Research in 1997. He joined Credit Suisse in 1998, working in a number of senior positions in Credit Suisse’s Equity business, including the Director of European Research and the Co-Head of European Equities.
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About Credit Suisse, Credit Suisse: Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
Lee Gainer
Chief Financial Officer of Wealthify
Lee Gainer is the Chief Financial Officer at Wealthify.
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About Wealthify: Wealthify offers effortless, transparent, and affordable investing for everyone.
Chris Charlton
Chief Financial Officer of Netwealth
Over 20 years’ experience in financial services as a chartered accountant, both in practice and in asset management.
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About Netwealth: Netwealth is an online wealth management service that brings together an experienced team, user-friendly technology and lower fees.
Vivienne Sacco
CFO of FNZ
Vivienne became Group CFO in July 2014, having previously worked as Finance Director at both Celtic & Co and at Hunter Boot. She brings over 15 years of experience to FNZ, having worked previously with high-growth, high-profile private equity backed companies in the branded, technology and financial services sectors. As Group CFO at FNZ, Vivienne is responsible for the global finance and legal functions which support all FNZ departments to monitor and manage financial risk and to increase corporate value. This involves the management of corporate legal affairs in addition to the management of financial assets, reporting, analysis and planning. Vivienne also sits on the FNZ Group Management board. In addition to an excellent track record of strategic financial planning and departmental management, Vivienne has a broad skill set that includes prior technical and data management experience in addition to business development. Vivienne has a first class degree in Physics and studied Non-Linear Fluid Dynamics as a post-graduate at Oxford University.
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About FNZ: FNZ partners with financial institutions to enable them to provide multi-channel wealth management services to their clients.
Dominic James Platt
Chief Financial Officer of BGL Group
Dominic joined BGL in March 2016. Prior to joining the Group, Dominic spent five years at Darty Plc from 2010-2015, where he was Group Finance Director and Managing Director of International Businesses. Before Darty, Dominic spent 18 years at Cable and Wireless where he held a number of financial roles across the Group, culminating in his role as Group Financial Controller, from 2005 until 2009. Dominic has extensive experience in consumer-focused public companies operating in a regulated environment. He is a Fellow of the Chartered Institute of Management Accountants, and is a graduate of Cambridge University with a Masters degree in Classics.
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About BGL Group, N Brown Group: BGL Group digitally distributes insurance and financial products.
Andy Grant
Chief Financial Planning Director of Tilney Smith & Williamson
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About Tilney Smith & Williamson: Tilney Smith & Williamson is a financial planning and investment firm.
Alex Crocombe
Co Founder, Chief Financial Officer of Goji Investments
Co-founder and Chief Financial Officer (CFO) for an FCA regulated private asset investment platform. Qualified accountant with a background in fintech M&A and strategic advisory.
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About Goji Investments: Investment platform providing access to regulated investment products from across the direct lending sector
