Morningstar Wealth Solutions

Custom made solutions for your business and client goals

The right support makes all the difference. Morningstar Wealth Solutions partners with financial advisers to deliver tailored, end-to-end investment and business solutions. By working closely with you to understand your practice, client base, and aspirations, we provide insights and strategies to elevate your firm’s performance and deliver value to your clients.

A business to business consultation service

We don’t just deliver solutions—we help design a better business for you. With insights and best practices honed through global experience, we’re here to help you achieve your ideal business outcomes. Whether it’s streamlining processes, mapping out growth strategies, or addressing everyday challenges, Morningstar Wealth Solutions is your trusted partner for success.

Using insights and best practices from firms around the world, we work with you to build and implement an optimised business strategy.

Maps out a path to reach ideal business outcomes whilst focusing on delivering investment outcomes for your clients.

Provides actionable strategies to accelerate business growth and efficiency.

Supports your advisers to meet both your business and your end client goals.

Morningstar’s heritage in research, investing and technology sets us apart; enabling us to bring rigour, depth and broad expertise to a discovery process and resulting solution.

A single mission to empower investor success

Morningstar is a mission-focused, diverse business, active across the world, including EMEA and the UK. The company offers an extensive line up of products and services for a range of investors; with a single mission of empowering investor success.

Combining world class investment portfolios with an adviser to client support program

Morningstar is a leading authority on asset allocation, investment research and portfolio construction. Our multi asset investment portfolios bring together global Morningstar resources across our core capabilities including asset allocation, capital markets research, multi-asset portfolio construction, security selection and manager research.

Combining our world class multi asset investment expertise with a client-focused adviser service program, you’ll have insider access to tools, insights and content that help keep your clients engaged and on track with the financial plans you have created for them.

We truly understand advisers and their clients.

Meet the Morningstar Wealth Solutions Team

Chris Bishun, CFA

Head of Wealth Solutions

Chris Bishun is the head of the Wealth Solutions team. Accoladed in the 2021 PAM Top 40 under 40 awards, Christopher has an in-depth knowledge of investment markets and portfolio construction, collaborating with strategic partners to develop their investment offering, whilst meeting their business objectives.

Prior to setting up Wealth Solutions in 2024, he was head of investment solutions at Brooks Macdonald and a Director of EMEA portfolio analysis at Blackrock. Chris spent 11 years at Barclays, across the UK, Switzerland and Jersey as head of offshore investments running money for both private and instituional clients. He holds the Investment Management Certificate and is a CFA Charterholder.

Natalie Tysoe

Portfolio Specialist

Natalie Tysoe, is a Portfolio Specialist at Morningstar Wealth EMEA since April 2022. She brings over a decade of experience in investment management, her background includes roles at Brewin Dolphin and Brooks Macdonald, as well as positions in fund and wealth management at Schroders Personal Wealth, Lloyds Banking Group, and Abrdn.

Natalie holds memberships with the Chartered Institute of Securities and Investment, along with Level 7 and Level 4 Diplomas in Wealth Management and Investment Advice.

Daniel Hamill

Solutions Strategic Partners Manager

Dan Hamill joined the Morningstar Wealth Solutions team in 2025, as a strategic partners manager working to drive Strategic Partnerships with IFAs, Wealth Management firms and other intermediaries across the UK. Dan’s core objective is to grow the level of funds under management within Solutions by developing new and existing relationships, with a particular focus on key consolidators and network IFA firms.

Prior to Morningstar, Dan worked at AXA Investment Managers for over two and a half years. Working within the UK Wholesale Team, Dan’s role encompassed a variety of responsibilities, including: sales, sales support, client service and digital optimisation. Dan’s own book of Clients consisted primarily of Wealth Managers and IFA’s who typically managed between £150m to £500m in assets. Prior to working at AXA Investment Managers, Dan spent over 3 years as an Associate within the Business Development team at MJ Hudson, a private market consultant. At Loughborough University Dan studied International Business and is an Associate of the Chartered Institute for Securities & Investment having passed the Investment Advice Diploma (Level 4).

James Street

Senior Wealth Solutions Manager, Client Strategy

James Street CertPFS (DM) is a senior wealth solutions manager, client strategy at Morningstar Wealth. He plays a key role in connecting intermediaries with Morningstar, focusing on building strategic partnerships and supporting the development of their centralised investment proposition and broader business strategy. Collaborating closely with peers and third parties across the industry, James helps forge partnerships that benefit intermediary clients.

With extensive experience in financial services, James has worked with Philanthropic Investment Funds at The Trust Company of Australia (part of Perpetual, ASX: PPT) and as a service consultant for Occupational Pensions at Friends Life. Before joining Morningstar in 2017, he was a client service manager at Transact, working closely with Discretionary Fund Managers (DFMs) and intermediaries. James holds the Certificate in Discretionary Investment Management from the Chartered Insurance Institute.

Kelly Simpson

Institutional Relationship Manager

Kelly Simpson is the Institutional relationship manager within our Morningstar Wealth team. She joined Morningstar in 2021 working on the international wealth platform side of the business, she then moved across to focus on Morningstar’s institutional clients across the globe.

Before joining Morningstar, she began her career in Dubai, working at an international advisory firm where she spent four years within a client servicing team, providing tailored financial advice to individual clients. Kelly has completed her UK Level 4 qualification in financial planning. She also holds a BSc (Hons) in Property Investment and Finance from Nottingham Trent University.

Carla Packwood

Wealth Solutions Manager

Carla Packwood is a wealth solutions manager, having joined the Morningstar Wealth Solutions team in 2024. In her role, she supports relationship management and servicing of strategic partners. Carla helps strengthen existing partnerships as well as conducting data analysis to identify business opportunities and creating presentations to support strategic initiatives.

Prior to joining Morningstar, Carla joined Brooks MacDonald in 2019 initially supporting the UK Distribution team before transitioning into a role more focused on providing ongoing support to key clients of Brooks Macdonald Investment Solutions. In this capacity, Carla was instrumental in ensuring client satisfaction and fostering long-term relationships.

Jamilla Alam

Sales Operations Associate

Jamilla Alam is the sales operations associate in the Morningstar Wealth Solutions team. In her role Jamilla is responsible for creating operational efficiencies and providing valuable support to the distribution, sales and success functions to support sales processes and strategy execution, along with providing administrative and technical support. Jamilla generates the portfolio analysis and performance reports for the internal team and for clients.

Jamilla joined the Morningstar Wealth Solutions team in 2024. Before her tenure at Morningstar, Jamilla worked at Clarivate Analytics for 2 years as a territory analyst and sales development associate where she gained significant experience. Jamilla holds a BSc (Hons) in Biochemistry from King’s College University in London and a CISI Islamic Finance Qualification.

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Dedicated Support

Our discretionary fund management team provides the support advisers need to focus on clients. Your regional Morningstar representative is happy to assist.

Upcoming and On-Demand CPD Webinars

We’ve made our monthly webinar series available on demand so you can watch at a time that’s convenient to you. No longer do you need to miss out on the content or the CPD points if you can’t make the live session.

CPD Webinars

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About Morningstar Wealth

Morningstar Wealth is a global organisation dedicated to empowering both advisors and investor success. Our extensive range of offerings includes Morningstar Wealth Platform, Morningstar Managed Portfolios managed by Morningstar Investment Management and Smart Investment Management ($338 billion in assets under management and advisement as of December 31, 2024), Morningstar Wealth Software (licenced software and professional services) and Morningstar.co.uk. Services available through Morningstar Wealth vary region to region. To learn more about Morningstar Wealth regulated entities and products in EMEA, please visit Morningstar Wealth EMEA Disclaimers. Morningstar Wealth's Morningstar Investment Management Europe Ltd is authorised and regulated by the UK Financial Conduct Authority to provide services to Professional clients. Registered Office: 1 Oliver’s Yard, 55-71 City Road, London, EC1Y 1HQ.