Our People

Leadership driving the future of investment platforms

The Platforms Association is guided by experienced industry leaders who bring deep expertise across platform operations, technology, regulation and strategic development. Our Board and Executive team are committed to advancing the collective interests of our members and strengthening the UK’s position as a global leader in digital wealth management.

The Executive Team leads the execution of the Association’s strategy and the delivery of its work programme.
It is responsible for operational management, regulatory and policy engagement, member services and stakeholder relationships, ensuring the Association operates efficiently and delivers tangible value for members.

David Moffat

Executive Chair, The Platforms Association

Keith Phillips

Chief Executive, The Platforms Association

Rick Borges

Regulatory & Government Affairs

Shannon Doyle

Research & Market Insights

Lilia Tira

Commercial Operations

The Board of The Platforms Association provides strategic leadership, governance and oversight to the Association.
Comprised of senior executives from across the UK retail investment platforms ecosystem, the Board ensures the Association delivers against its objectives, represents the sector effectively with policymakers and regulators and operates to the highest standards of governance.

David Moffat

Executive Chair, The Platforms Association

Keith Phillips

Chief Executive, The Platforms Association

Georg Bauer

Head of Product, Chief Investment Officer, Global Platform Solutions, Fidelity International

Jenny Davidson

Intermediary Wealth Director, Lloyds Banking Group

Verona Kenny

Chief Distribution Officer, Aberdeen Adviser

Steven Levin

Chief Executive Officer, Quilter plc

Andy Manson

Chief Marketing Officer, Aegon UK

David Ferguson

Executive Chair, Seccl

Richard Rowney

Chief Executive Officer, Nucleus Financial Platforms

Katrina Sartorius

Managing Director Business Development, FNZ

Michael Summersgill

Chief Executive Officer, AJ Bell

Lucy Thomas

Director of Corporate Affairs, Hargreaves Lansdown

Special Advisors are independent experts drawn from across the investment platforms and wider financial services ecosystem.
They provide strategic counsel, insight and expert guidance to the Association’s leadership on key market, policy, regulatory and industry developments, supporting the delivery of the Association’s objectives and workstreams.

Paul McMahon

Special Advisor to the Board

Jonathan Gunby

Chair of The Leadership Council

Ed Harley

Dr Ian Hunt

Stephen Mohan

Simon Shapland

Lex Webster

The Platforms Association’s strength lies in the calibre and commitment of our people –industry leaders who generously contribute their time, insight, and energy to advance our collective mission.

Join our leadership

We welcome engagement from members who wish to contribute their expertise to our governance, working groups, or strategic initiatives. Leadership opportunities allow you to shape industry direction, influence policy development and collaborate with peers on shared challenges.

To learn more about leadership opportunities

About us >

Meet our strategic partner >