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IMpower incorporating FundForum
27-28 June 2023
The Grimaldi ForumMonte Carlo, Monaco

Helena Morrissey - Virtual Speaker
Chair at The Diversity Project


Helena has worked in financial services for over three decades. She was CEO of Newton Investment Management for 15 years and is now Chair at FTSE250 firm AJ Bell, whose purpose is to help people invest. Helena is lead non-executive director at the Foreign, Commonwealth and Development Office, a trustee of the Lady Garden Foundation (a gynaecological cancer charity) and a Fellow (Governor) at Eton College.

Helena is well known for her work on inclusion and diversity. In 2010, she founded the 30% Club, a campaign for better gender-balanced boards. Since then, the representation of women on FTSE350 boards has risen from less than 10% to 35%.  There are now twenty 30% Clubs throughout the world. Helena chairs the Diversity Project, aimed at improving diversity across all dimensions in the investment industry.

Helena entered the House of Lords in September 2020 and was appointed a Dame in 2017 for her work on improving diversity in financial services. She was named one of the 25 most influential City figures over the past quarter of a century by Financial News (2022).

Helena has written two books: A Good Time to be a Girl (William Collins, 2018) and Style and Substance, a guide for women who want to win at work (Little, Brown Books, 2021). She is married with nine children.

Agenda Sessions

  • Future Female Fund Managers Programme by the Diversity Project: Join major asset managers such as Schroders, abrdn, Newton, Aviva Investors & JO Hambro support training female fund managers for the future