Uniquely experienced people delivering a unique solution…

ZUGO is a new market offer, but not the first incarnation of the management team in the wealth management marketplace.

The business dates back to 2015 when it was a conventional advice firm. It has since pivoted into business activity with a stronger workflow and technology orientation, ultimately leading to it becoming a pioneer in the field of automated financial advice.

It has realised successful exits to larger-scale international firms along the way.

Its management team bring with it not just this track record of success, however, but also success in other fintech ventures allied with considerable corporate experience.

Meet the Team

CEO

    • Qualified financial adviser,

    • Worked in the industry for 12 years

    • First-class degree in Financial Services.

    • Former property fund manager

    • CCO of one of the UK’s top 3 DB transfer businesses.

    • Recent years spent introducing fintech innovation and capability into more traditional advisory contexts.

    • Role as CEO involves oversight of all aspects of the firm’s operations.

NED

  • Non-Executive Director

    • Computer Science graduate.

    • Ran E-Commerce at Barclays before consulting multiple businesses as General Manager of BJSS.

    • Co-founded with John Starling Bank and Ziglu, and now Chairman of Ziglu.

    • Previously CTO of Centtrip.

    • A widely-known and highly-regarded figure in the fintech world.

    • Development of the core tech stack and integrations with all third-party applications.

COO

    • Graduate engineer.

    • Spent 25 years in corporate marketing roles before entering the fintech world.

    • Early career at Mars, then went on to run the marketing function globally at Axa, Deutsche Bank and Zurich.

    • Co-founded the fintech firms Starling Bank, M:QUBE and Ziglu.

    • Role at Zugo embraces all aspects of customer proposition/experience and workflow design.