CWB Group, a national IFA, employee benefits and business consultancy, has appointed Stella Smith as Chief Investment Officer.

Smith joins from Ingenious, where she was Senior Investment Director. There she led a team which developed relationships with investors and advisers.

Prior to this she was Director, Retail and Private Wealth, at HBOS Treasury, where she built the financial markets wealth proposition at HBOS, and her role expanded after joining to cover the multi-branded Retail distribution channels across the Group.


Group Managing Director for CWB Simon Hellier said: “I am absolutely delighted to welcome Stella to CWB. Bringing in someone of her calibre and experience is a major plus for our Group. Working with our Management Team and financial planners, Stella will lead and enhance our investment proposition, add value to our wider services and ultimately bring greater benefits to our clients.”

Smith added: “I am very excited to be joining the CWB Group. Having seen its growth and development in recent years and learning of its plans moving forward, I couldn’t wait to become part of this growing success story. I am looking forward to working with the team to build on our client investment proposition, and focus on delivering the very best solutions for our clients.”

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