Helena Morrissey
Chairman at FIDELIS INSURANCE HOLDINGS LIMITED
Net worth: 9 512 $ as of 30/03/2024
Profile
Helena Louise Morrissey is the founder of 30 Percent Club.
She currently holds multiple positions including Chairman at Fidelis Insurance Holdings Ltd., Chairman at Diversity Project (IM) CIC, Chairman at Altum Trustees Ltd., Director at Daniel J.
Edelman Ltd., Director at The Financial Services Trade & Investment Board, Independent Director at Anthemis Digital Acquisitions I Corp., Director at Helena Morrissey Ltd., Member of the House of Lords, Advisor at UK Fintech Growth Partners LLP, and Trustee at Lady Garden Foundation.
In her former roles, she served as Chief Executive Officer at Newton Investment Management Ltd., Chairman at AJ Bell Plc, Chairman at The Investment Association, Non-Executive Director at St. James's Place Plc, Non-Executive Director at Foreign & Commonwealth Office, Director at The Investment Association, Director at Legal & General Investment Management (Holdings) Ltd., Non-Executive Director at Green Park Ltd., and Non-Executive Director at FCO Services.
She completed her undergraduate degree at the University of Cambridge.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
AJ BELL PLC
0.00% | 29/09/2023 | 2,490 ( 0.00% ) | 9 512 $ | 30/03/2024 |
Helena Morrissey active positions
| Companies | Position | Start |
|---|---|---|
| ANTHEMIS DIGITAL ACQUISITIONS I CORP | Director/Board Member | 26/10/2021 |
| FIDELIS INSURANCE HOLDINGS LIMITED | Chairman | 02/01/2023 |
| House of Lords | Corporate Officer/Principal | - |
Altum Trustees Ltd.
 Altum Trustees Ltd. Investment ManagersFinance Altum Trustees Ltd. provides family office and corporate services. The company is based in St. Helier, UK. The British company was founded in 2000. Zena Couppey has been the CEO of the company since 2022. | Chairman | 31/01/2023 |
Uk Fintech Growth Partners LLP
 Uk Fintech Growth Partners LLP Investment ManagersFinance Uk Fintech Growth Partners LLP (Uk Fintech Growth Partner) is a private equity firm founded in 2023. The firm is headquartered in London, United Kingdom. | Consultant / Advisor | - |
| Lady Garden Foundation | Director/Board Member | - |
Diversity Project (IM) CIC
 Diversity Project (IM) CIC Miscellaneous Commercial ServicesCommercial Services Diversity Project (IM) CIC is a British company that aims to build a pipeline of cross-industry Black leaders. The private company is based in London, UK. The company uses mentoring, education, thought leadership, and public speaking to increase opportunities for Black professionals and challenge structures that inhibit progression. The company also offers support for professionals returning to the workforce after a career break and help create an inclusive environment to unlock the potential of this valuable talent pool. Diversity, Equity, and Inclusion are considered a business imperative in the Investment and Savings Industry. | Chairman | - |
Daniel J. Edelman Ltd.
 Daniel J. Edelman Ltd. Miscellaneous Commercial ServicesCommercial Services Daniel J. Edelman Ltd. provides public relations services. It specializes in consumer brands, content, corporate and finance, digital, health, planning, public affairs, research, sports, sustainability, and technology. The company was founded on December 4, 1967 and is headquartered in London, the United Kingdom. | Director/Board Member | 31/12/2018 |
| The Financial Services Trade & Investment Board | Director/Board Member | 24/10/2016 |
Former positions of Helena Morrissey
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| ░░░░░░░ ░░░░░ ░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
Training of Helena Morrissey
| University of Cambridge | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| ST. JAMES'S PLACE PLC | Finance |
| AJ BELL PLC | Finance |
| FIDELIS INSURANCE HOLDINGS LIMITED | Finance |
| Private companies | 15 |
|---|---|
Newton Investment Management Ltd.
 Newton Investment Management Ltd. Investment ManagersFinance Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI). | Finance |
Daniel J. Edelman Ltd.
Daniel J. Edelman Ltd. Miscellaneous Commercial ServicesCommercial Services Daniel J. Edelman Ltd. provides public relations services. It specializes in consumer brands, content, corporate and finance, digital, health, planning, public affairs, research, sports, sustainability, and technology. The company was founded on December 4, 1967 and is headquartered in London, the United Kingdom. | Commercial Services |
| Foreign & Commonwealth Office | Government |
Legal & General Investment Management (Holdings) Ltd.
 Legal & General Investment Management (Holdings) Ltd. Investment ManagersFinance Legal & General Investment Management (Holdings) Ltd. provides asset management services. The firm offer solutions include defined benefit, liability driven investment, defined contribution, and DC investment proposition. The company was founded on October 11, 2001 and is headquartered in London, the United Kingdom. | Finance |
| House of Lords | Government |
Green Park Ltd.
 Green Park Ltd. Personnel ServicesCommercial Services Green Park Ltd. supplies interim management and executive resourcing solutions. Its services include board practice and advisory, diversity analytics, executive search, interim management and international recruitment. The company was founded in August 2006 and is headquartered in London, the United Kingdom. | Commercial Services |
| 30 Percent Club | |
| FCO Services | |
| The Financial Services Trade & Investment Board | |
The Investment Association
 The Investment Association Investment ManagersFinance The Investment Association provides investment services. It also offers trainings and seminars. The company was founded on October 13, 1959 and is headquartered in London, the United Kingdom. | Finance |
Anthemis Digital Acquisitions I Corp.
 Anthemis Digital Acquisitions I Corp. Financial ConglomeratesFinance Anthemis Digital Acquisitions I Corp. operates as a blank check company, which aims to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on February 26, 2021 and is headquartered in New York, NY. | Finance |
Altum Trustees Ltd.
Altum Trustees Ltd. Investment ManagersFinance Altum Trustees Ltd. provides family office and corporate services. The company is based in St. Helier, UK. The British company was founded in 2000. Zena Couppey has been the CEO of the company since 2022. | Finance |
Diversity Project (IM) CIC
Diversity Project (IM) CIC Miscellaneous Commercial ServicesCommercial Services Diversity Project (IM) CIC is a British company that aims to build a pipeline of cross-industry Black leaders. The private company is based in London, UK. The company uses mentoring, education, thought leadership, and public speaking to increase opportunities for Black professionals and challenge structures that inhibit progression. The company also offers support for professionals returning to the workforce after a career break and help create an inclusive environment to unlock the potential of this valuable talent pool. Diversity, Equity, and Inclusion are considered a business imperative in the Investment and Savings Industry. | Commercial Services |
Uk Fintech Growth Partners LLP
Uk Fintech Growth Partners LLP Investment ManagersFinance Uk Fintech Growth Partners LLP (Uk Fintech Growth Partner) is a private equity firm founded in 2023. The firm is headquartered in London, United Kingdom. | Finance |
| Lady Garden Foundation |
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