Executive Leadership Team

Appointed to the Executive Leadership Team:
August 2023

Prior to his appointment as Chief Executive Officer, Dan was CEO of dunnhumby Ltd from January 2022. Dan joined HL as a seasoned and experienced senior technology leader and has a track record of driving digital transformations in established businesses, including financial services, insurance, business information solutions, research, and healthcare. Dan brings a problem solving and analytical skillset, along with experience of successfully implementing advanced technologies to drive both revenue growth and operational process efficiency and optimisation. During his tenure as an Independent Non-Executive Director of HL, Dan was a Member of the Risk and Remuneration Committees.

Appointed to the Executive Leadership Team:
February 2022

Amy has significant financial and strategic leadership experience in client facing businesses across the telecommunications and financial services sectors. She has considerable transformation and M&A experience at both executive and non-executive level and is a qualified chartered accountant. Amy was previously Chief Financial Officer of the Virgin Group and other previous appointments include non-executive director and chair of the Audit Committee at Pets at Home Group plc, Chief Financial Officer of The Princes Trust and Chief Financial Officer at TalkTalk Telecom Group Plc.

Appointed to the Executive Leadership Team:
October 2022

Ruchir is a seasoned business leader with over 25 years in the digital industry. He has a track record of driving large scale digital and commercial transformation at established businesses most notably at companies like Barclays and Verizon. At HL, Ruchir leads the Client and Commercial functions, its strategic direction and its full range of client-focused product propositions including Active Savings, Advice, Fund Management, Investment and Retirement, and Workplace Services.

Recognised as a visionary leader and cultural change agent who inspires teams to deliver tangible impact, Ruchir was instrumental in establishing Barclays as a digital leader in the financial services industry. He is passionate about unlocking the benefits of technology for clients and businesses and has over 25 patents awarded for product and business innovation.

He also serves as an Independent Director on the Board of Institute of Cancer Research (ICR).

Appointed to the Executive Leadership Team:
October 2021

Claire heads up the Legal, Company Secretariat, Corporate Governance and People functions. Claire has held General Counsel and also Company Secretary roles at a range of companies including most recently at Capita plc and prior to that at Daily Mail & General Trust plc, Inchcape plc and Thomson Reuters. She qualified as a lawyer at Freshfields Bruckhaus Deringer.

Claire has a Masters in International Law and is a qualified Solicitor, England and Wales and additionally Attorney, New York.

Claire also serves as an Independent Non-Executive Director on the Board of LME Clear.

Appointed to the Executive Leadership Team:
March 2024

Lucy has 20 years’ experience across corporate affairs, journalism and campaigning, working both in house for listed corporations as well as consulting for a range of national and international brands. She joined Hargreaves Lansdown following four years as Director of Corporate and Regulatory Affairs with the telecoms business TalkTalk Group, where she has led the communication of its delisting, demerger and refinancing. She began her career as producer at the BBC, covering EU News across Europe for four years, before working as a producer on Newsnight and BBC Radio 4 News programmes.

As a former senior director at a global communications consultancy, Lucy has also advised a number of UK and multinational businesses and their leaders on reputation, regulation and policy communications. Lucy has a background in building and leading campaigns having led the brand and communications for a major national political campaign.

Appointed to the Executive Leadership Team:
June 2024

Gary started his career as a Chartered Accountant with Ernst & Young in the nineties, before moving into the Asset Management industry, where he held roles across front, middle and back office. He’s also a CFA Charter holder. He became a Consulting Partner at EY leading their Wealth & Asset Management Transformation offering in the UK, specialising in leading large scale global transformation programmes for asset managers, wealth managers, asset servicers and alternative providers.

Appointed to the Executive Leadership Team:
March 2024

Afonso is a financial services strategy advisor. Prior to joining HL, Afonso was a Managing Director and Partner of Boston Consulting Group in London where he led the UK Financial Services Practice. He has extensive experience working in Wealth and investments, retail banking, delivering large transformation programmes and working with regulators.

Afonso received his MBA in Financial Management from MIT Sloan School of Management. He also has a BS in Business Management from ISCTE.

Appointed to the Executive Leadership Team:
November 2024

Priti Verma is the Executive member responsible for Risk (including Investment Risk), Compliance and Financial Crime oversight. Priti has over 25 years of experience in financial services including leading risk roles, most recently at Quilter where she was Chief Risk Officer prior to joining HL with responsibility for Risk, Compliance, Data Protection and Financial Crime. She has built and led teams in both Asset and Wealth Management firms, including senior roles at Pictet Asset Management, Smith and Williamson Holdings (now Evelyn Partners) and Brooks Macdonald. Priti began her career in management consultancy with Deloitte before moving to risk roles with Schroders and Aviva.