Baroness Helena Morrissey is a prominent financier, author, and advocate for diversity, known for her leadership in the financial services industry and her impactful campaigns for gender-balanced boards.
Baroness Helena Morrissey joined in 2023 and is the Group Chair at Altum. She has extensive financial services experience and has served in several leadership roles. She has demonstrated an exceptional ability to drive innovation, foster collaboration, and deliver results.
Helena Morrissey is associated with Barnett Waddingham, a company where she is known for achieving strong results while promoting inclusion and diversity.
Baroness Helena Morrissey has been featured as a 'Fold Woman' by The Fold London, highlighting her extraordinary career as a financier, gender equality advocate, and style influencer.
Dame Helena Morrissey was featured in Vogue UK in an article titled 'Dame Helena Morrissey On How To Master The Art Of Power Dressing'. This article discusses her role as one of Britain's leading financiers and a mother of nine, focusing on 'power dressing' and working from home.
CNBC reported on Helena Morrissey, acknowledging her as one of the most powerful money managers in the U.K., overseeing nearly $1 trillion worth of assets at Legal and General.
PwC hosted Baroness Helena Morrissey in Guernsey, noting her as a financier, campaigner, author, and mother of nine, described by Forbes magazine as one of the world's 50 greatest leaders.
Helena Morrissey, born Helena Louise Atkins on March 22, 1966, in Bowdon, Cheshire, England, began her career in finance at Schroders, working on bond desks in New York and London. She later joined Newton Investment Management in the early 1990s as a fixed income fund manager. Her tenure at Newton saw her rise to chief executive, a position she held for 15 years from 2001 to 2016. During this period, Newton Investment Management grew to manage £47 billion of assets by the end of 2015. After stepping down as CEO, she served as non-executive chairman in 2016. Her work at Newton established her as a significant figure in financial management.
Beyond her corporate leadership, Helena Morrissey has been a leading voice for inclusion and diversity. In 2010, she founded the 30% Club, an initiative aimed at increasing female representation on company boards. Under her leadership, the percentage of women on FTSE350 boards improved from under 10% to nearly 40%. The 30% Club has since expanded globally, with twenty branches worldwide. She also chairs the Diversity Project, which focuses on improving diversity across all aspects of the investment industry. In recognition of her services to diversity in financial services, she was appointed a Dame in 2017. She has served as Chair of the Investment Association from 2014 to 2017, influencing the UK’s investment landscape.
Morrissey continued her career progression by joining Legal & General Investment Management in May 2017. In 2020, she entered the House of Lords as Baroness Morrissey, sitting as a Conservative peer and making her maiden speech in September 2020. She joined the board of AJ Bell in July 2021, and became chair in January 2022, though she later resigned in September 2022. She currently chairs the boards of Fidelis Insurance Holdings, Altum Group, and Barnett Waddingham. She was named one of the 25 most influential City figures over the past quarter-century by Financial News in 2022.
Curious about our offerings or have inquiries? We're eager to assist!
Just complete the form, and we'll respond promptly.