Managers of Wealth Fintech

Webreality announces new team appointments

We head into the future an even stronger team, energised by the opportunities of bringing new technologies to our fantastic clients.

Vertex appoints former Microsoft exec Christopher Young as CEO

Christopher Young is set to take over from long-serving CEO David DeStefano, who first joined Vertex in 1999 as CFO.

Broadridge names Anne-Sofie Strandberg senior country officer, Nordics

Her appointment underscores Broadridge’s continued commitment to the Nordic region and reflects its broader strategy to strengthen leadership and accelerate international growth.

Nucleus Software Appoints Industry Veteran Nilanshuk Haldar to Drive Global Partnerships and Strategic Alliances

His career highlights include leading regional partnerships at Backbase

UBS appoints chief AI officer

Based in London, he will also head the chief AI office, which is responsible for ensuring the effective deployment of AI-powered tools and processes at scale, maintaining consistent standards.

Former CFPB acting director Mick Mulvaney joins SOLO as advisory board chairman

Mulvaney spent six years serving in the House of Representatives and also previously served as US President Donald Trump's chief of staff.

ZILO™ appoints Andrew Cole as chief operating officer to support global expansion drive

As COO, Cole will support ZILO’s global expansion drive and implement processes and systems to prepare the company for the next stage of its development.

Allianz UK appoints first head of AI

The appointment was welcomed by Allianz UK COO Fergal Coburn

FinScan boosts AML strategy with two senior appointments

Both appointments reinforce FinScan’s commitment to advancing its global AML innovation and compliance capabilities.

Emma Skedgel Joins SEI’s Defined Contribution Team

Appointment Reinforces Commitment to Client Service, Better Member Outcomes

Novidea names Matt Foster executive chairman

He has an extensive track record in the insurance industry and deep expertise in strategic M&A, international operations, enterprise SaaS, and organizational transformation.

OpenPayd appoints ClearBank's Yasemin Swanson as chief operations officer

During her almost 25-year career, Swanson has held leadership positions at Visa Europe, GoCardless, and Barclays Payments.

Monzo appoints NatWest's Shelley Malton as new COO

Officially starting in early 2026, Malton is succeeding Sujata Bhatia, who departed the digital bank earlier this year.

Microsoft Switzerland appoints Reinhard Nissl as HR Director

He succeeds Shipra Singh, who has assumed a new position within Microsoft as HR Director for Enterprise Partner Solutions.

CFC appoints John Keebler and Morgan Justice to US cyber team

CFC has named Keebler as its new National Cyber Development Leader. Based in Chicago, he will work closely with the company’s US and London cyber underwriting and distribution teams.

SEI Appoints Chief Revenue Officer for U.S. Private Banking Business

Ecosystem of Capabilities and Focus on Business Expansion to Drive Strategic Growth

Citizens promotes capital markets chief Ted Swimmer to commercial banking head

Swimmer succeeds Don McCree, who has led the commercial division since 2015, and is set to retire at the end of March 2026.

Wealthtime adds three senior hires to drive growth

The platform has recently seen several senior departures

Microsoft names Judson Althoff as co-CEO to support company ‘reinvention’

His appointment is part of a new strategy for Microsoft to enable commercial and public sector customers and partners to combine their human capital with new AI capabilities to transform how they operate.

Rachel Watts joins mea Platform as chief operating officer

She most recently held a senior role at Markel, where she helped shape information technology operations strategy and directed global tech teams.

Executive Moves