Monument welcomes Felicia Hjertman as Head of Investments
We’re pleased to announce that Felicia Hjertman has joined Monument Bank as Head of Investments. Felicia brings significant investment management expertise and a clear understanding of what mass-affluent clients need from their wealth management experience.
From Baillie Gifford through the startup world to Monument Bank
Felicia spent eight years at Baillie Gifford as an Investment Analyst and Fund Manager and co-managed over $2bn of Japanese small capital equities on behalf of institutional clients. She later founded TILLIT, a direct-to-consumer investment platform that offered a curated selection of funds across asset classes, governed by an investment committee with deep experience across the wealth management industry.
"When I started TILLIT, my mission was to empower everyone to make great investment decisions. I'm pleased to bring what I've learnt to Monument, where we share the same fundamental belief: clients deserve transparency, quality, and services designed around their needs."
Expanding Monument's offering
Our savings products have earned the trust of over 100,000 clients to date, but we've consistently heard that our community wants help navigating their investment decisions with the same service and intuitive interface they've come to expect from Monument. This appointment is the natural step for Monument as we accelerate our innovation and execute on our product vision.
"Felicia's appointment represents an important step in our product evolution. She understands both the technical rigour required in investment management and the importance of building services that genuinely serve clients' interests. Her deep experience means she knows first-hand how to create investment products tailored to the mass-affluent market, which will accelerate the path to our product vision. We are very excited to have Felicia onboard - welcome!"
Ian Rand, CEO
What this means for clients
As we develop our investment offering throughout 2026, clients can expect the same value proposition that guides everything we do: putting clients’ long-term interests first, being transparent about costs and risks, and combining technology with human expertise when you need it.
We're looking forward to working with Felicia as Monument's product portfolio continues to grow in ways that continue to serve our clients' needs.
