The Wealthtime platform has strengthened its management team with three newly created senior roles, reinforcing its strategy for growth and innovation.
Michael Milner joins Wealthtime as head of proposition to shape the strategy and development of the platform’s product and service offerings.
He brings significant experience in product and proposition development, having previously worked for 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 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 has been named client experience director, responsible for customer service operations.
She joined Wealthtime in April as senior operations consultant, having worked in customer service and operations for more than fifteen years, 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.”
