Moneybox appoints Caroline Murphree as Managing Director of Investing, Retirement and Savings

Caroline Murphree has joined Moneybox, the award-winning digital wealth manager, as Managing Director of Investing Retirement and Savings.

Moneybox helps people build wealth with confidence, whatever their starting point, offering a range of products and services across homebuying, investing, retirement, and savings, all within one easy-to-use app, supported by award-winning technology and customer support. The platform supports more than 850k customers and has more than £3bn in assets under administration.

Caroline joins from Wealthsimple, where she was most recently CEO for Europe. A former consultant at McKinsey & Company in London, Caroline began her career in digital marketing at Quotient Technologies in Silicon Valley.

Charlie Mortimer, co-founder of Moneybox, commented: “It’s fantastic to welcome Caroline to the team as she brings such in-depth knowledge and experience of each sector and the wider market. Our comprehensive product range is designed to help people succeed over the long term, and Caroline will now take to reins to further enhance our proposition, making it even more integrated, intuitive, and personalized, guiding people through all their key financial goals in life.”

Speaking of her appointment Caroline Murphree said:

“I am proud to join Moneybox and help people realise their personal opportunity to build wealth throughout their lives. Bringing saving, investing, home-buying, and retirement services together, into one simple app, together with tools, information, and award-winning customer support, we aim to help people clearly see how they can make their money work harder for them, over the short and long term, and to achieve their financial goals with greater confidence.

In the current economic climate, I believe Moneybox has a unique opportunity to revolutionise how people engage with their finances and to have a transformational effect on their financial future.”

Caroline joins recent hire, Cecilia Mourain, MD, Moneybox Home-buying, on the Moneybox executive team and will help guide the company into its next phase of growth following a £35mil Series D raise in April and a record-breaking crowdfunding campaign in May 2022.