The latest moves, appointments and personnel changes among wealth management and related organisations in the UK, the rest of Europe, the Middle East, Africa and select international locations.

7IM
7IM has made two senior internal appointments taking effect on 1 June. Harriet Massie has been promoted to chief transformation officer, while Chris Phillips – previously chief transformation officer – is moving into the newly-created role of chief value officer. They will both report to CEO Dean Proctor.

Massie, who has been with 7IM since 2017, will lead 7IM’s transformation team, overseeing the delivery of its multi-year, multi-million-pound platform investment programme. Working closely with colleagues across the business, she will also carry out 7IM’s broader “transformation roadmap” to support the firm’s continued growth, the firm said in a statement.

Phillips will lead 7IM’s product and marketing function, overseeing proposition, product design and development, product governance, and brand and marketing. He will also play a key role in shaping 7IM’s long-term strategy, concentrating on creating long-term value for advisors and their clients.

Phillips, who joined 7IM in 2019, has experience in product, marketing, customer experience and transformation, gained while working in senior roles at Barclays and Lloyds Banking Group.

These latest appointments follow that of Nick Allen as chief integration officer this month, whose remit is to drive onboarding and harmonise recent and future acquisitions across 7IM.

“Both Harriet and Chris are proven leaders with a clear understanding of our business and the needs of advisors. Harriet has been a driving force behind our transformation programme – her focus and rigour will be key as we deliver on our platform investment programme and wider transformation plans,” Proctor said. “Chris brings real strategic firepower and experience as we continue to evolve our proposition and deliver value where it matters most.”