Altum Group a leading provider of fund, corporate, and family office solutions today announced the appointment of Baroness Helena Morrissey DBE as their new Group Chair.

Helena has extensive financial services experience and has served in several leadership roles throughout her career including 15 years spent as CEO of Newton Investment Management. She was Chair of the Investment Association from 2014-17. Helena is currently Chair of FTSE250 firm AJ Bell plc and Fidelis, a specialist insurance company. In these roles, she has demonstrated an exceptional ability to drive innovation, foster collaboration, and deliver results.

Helena is also well known for her work on inclusion and diversity. In 2010, she founded the 30% Club, a campaign for better gender-balanced boards. Since then, the representation of women on FTSE350 boards has risen from less than 10% to almost 40%. There are now twenty 30% Clubs throughout the world. Helena chairs the Diversity Project, aimed at improving diversity across all dimensions in the investment industry.

Helena entered the House of Lords in September 2020 and was appointed a Dame in 2017 for her work on improving diversity in financial services. She was named one of the 25 most influential City figures over the past quarter of a century by Financial News (2022).

Helena says of her new appointment;

“I am delighted to be joining the Altum Group as Chair; I am greatly impressed by what the company is doing to set a higher, more personalised standard of service for funds, corporates and family offices and I’m looking forward to helping the business grow further. It’s also exciting to be joining a firm with both a dynamic female CEO, Zena Couppey and 67% female staff.”

Zena Couppey, CEO of Altum, commented:

“We are thrilled to welcome Helena as the new Chair of Altum Group, she brings an in-depth understanding of the industry, her experience, skills, and vision will be invaluable as we continue to grow and innovate. Alongside this, Helena’s work championing diversity in the sector aligns to our own beliefs, culture and values. We are fortunate to be able to call upon her expertise to support the ongoing work of the Altum Board”