Anthony Villis
Managing Director
Professional Overview
Anthony Villis is an accomplished financial services professional with over 13 years of experience in the industry. As the Managing Director of First Wealth, he is responsible for overseeing the firm's overall strategic direction, client relations, and operational efficiency. With a deep understanding of the fintech landscape, Villis also serves as the Founder of Open Advice | Fintech and the Co-Founder of Thrive Money, where he leverages his expertise to drive innovation and growth in the financial technology sector.
Experience Summary
Current Role
As the Managing Director of First Wealth, Villis is responsible for leading the firm's strategic planning, client service, and business development initiatives. Under his guidance, First Wealth has consistently delivered strong financial performance and maintained a reputation for exceptional client service. Villis has been instrumental in diversifying the firm's product offerings, expanding its client base, and implementing cutting-edge technologies to enhance the client experience.
Career Progression
Prior to his current role, Villis held various leadership positions in the financial services industry, including co-founding Thrive Money in 2022 and founding Open Advice | Fintech in 2021. His extensive experience has allowed him to develop a deep understanding of the evolving financial landscape and emerging technologies, which he leverages to drive innovation and create value for his clients.
Academic Background
Villis holds a Bachelor's degree in Finance from the University of Poole, where he graduated with honors. His academic focus on financial management and investment strategies has provided a strong foundation for his professional career.
Areas of Expertise
- Financial planning and wealth management
- Fintech and financial technology innovation
- Strategic business development and client relations
- Operational optimization and process improvement
- Team leadership and talent management
Professional Impact
Throughout his career, Villis has been recognized for his contributions to the financial services industry. He has served as a member of the Helm (formerly The Supper Club) and the Oriental Club, where he actively engages with industry peers and thought leaders to drive strategic initiatives and influence industry trends. Villis's commitment to excellence and innovation has earned him a reputation as a trusted advisor and respected leader within the financial services community.
Conclusion
With his diverse background, strong leadership skills, and proven track record of success, Anthony Villis is poised to continue driving growth and innovation within the financial services industry. As he navigates the evolving landscape, Villis remains focused on delivering exceptional value to his clients and leveraging emerging technologies to enhance the financial well-being of individuals and businesses alike.
