Managers of Wealth Fintech

Iress boosts info-sharing initiative with new contributors added

The new contributors join the original 10 industry experts and six members of the platform’s Adviser Board

Chair appointed to lead new Innovate Guernsey Board

Justin stood out for his broad experience in business transformation, digital strategy, and innovation.

Anthropic hires former Stripe exec Guillaume Princen to lead European expansion

Most recently he served as CEO of Mooncard, the European expense management platform.

Sanlam Investments Multi-Manager appoints new global PM

Luke McMahon, who has announced the promotion on LinkedIn, will lead a key investment committee as part of the role.

Lotus Technology Announces Management and Board Changes

Wang brings extensive financial experience from his previous role as CFO at Radar Auto and positions at various financial institutions.

M2 Makes Strategic Leadership Appointments to Drive New Institutional and UHNWI Strategy for Growth

M2 unveils leadership changes to enhance strategy for institution and ultra-high-net-worth individual growth.

DeFi Technologies Appoints Andrew Forson as President of DeFi Technologies and Chief Growth Officer of Valour

In his new full-time leadership role, Andrew will spearhead DeFi Technologies’ global strategy and oversee Valour’s continued growth across European and international markets.

Squirro promotes Lauren Hawker Zafer to COO role

Lauren’s contribution to Squirro has been remarkable

Validus Taps Fullerton COO Anindo Mukherjee for Advisory Role

Validus has disbursed over US$5 billion in SME loans across Singapore, Indonesia, Thailand, and Vietnam.

Lloyds' embedded finance head Lee Dunne departs for payabl.

Before Lloyds, his career included senior roles at Divido, Barclays, and Worldpay.

Mark Glover joins Ortec Finance to enhance wealth planning solutions in the UK

The company’s decision to deepen its commitment in the UK follows its global success and is part of a broader initiative to support banks and wealth managers with advanced, tailored financial tools.

InvestiFi appoints industry veteran Todd Clark as president and COO

Clark was CEO of CO-OP Solutions from 2016 to 2023 and has served on InvestiFi's board since April 2024.

UK paytech Judopay names new CEO

Patel succeeds Jeremy Nicholds, who left Judopay in November 2024 after leading the firm for six years.

Speciality brokerage Cache announces two new leadership hires

These strategic hires assume critical leadership roles at a time when Cache’s modern exchange funds are rapidly gaining wider adoption among advisors and investors.

Jim Hart Brings Over Two Decades of Experience to CISO Role at Paymentology

Hart will be instrumental in strengthening Paymentology's security standards

Wealth Management Industry Veteran Edward Walters Joins Tolerisk Advisory Board to Help Drive Next-Gen Risk Management

In this role, he oversaw the strategic operations and integration of the wealth management division of Lincoln Financial Group, which Osaic Wealth recently acquired.

HSBC's Mark Glover joins Ortec Finance as head of wealth management

The appointment reflects rising demand for technology that enables goal-based, personalised financial planning at scale.

Thredd appoints seasoned industry veteran Simeon Lando as chief marketing officer

His expertise in developing and implementing client-centric marketing strategies will be instrumental in supporting Thredd’s next phase of growth.

FinScore Appoints Angel Dimitrov as COO and Country Manager

He will oversee FinScore’s strategic direction, drive product development, and strengthen partnerships with financial institutions in his new role

David Hardoon Takes Helm as Global AI Head at Standard Chartered

His background includes significant experience in data analytics and AI leadership.

Executive Moves