Managers of Wealth Fintech

Orion Welcomes Seasoned Industry Executive Yi‑Ching Wu to Lead Wealth Management Product and Platform Strategy

In this role, Wu will lead initiatives that support Orion Wealth Management’s continued growth and advisor adoption.

Payfinia names Keith Riddle CEO

Keith has spent his career inside our world; he understands what Community FIs need and how to build alongside us.

Switch Digital appoints Digital Strategy and Planning Manager

Founder and Chief Executive Officer, Damon Eastwood added “From our roots as a web-tech startup, we’ve grown over the last 23 years."

Guernsey’s Data Protection Authority appoints new Chairman

John succeeds Richard Thomas CBE

Socure bolsters leadership with two C-suite appointments

The dual appointments come as Socure reports an 8,000% surge in AI-powered fraud attacks on its network over the past 12 months.

Brex COO Camilla Matias steps down

Camilla Matias, the long-serving COO of US-based expense management platform Brex, has taken to LinkedIn to share that she will be stepping down from the position after almost eight years.

Open Banking Limited appoints former FCA general counsel to board

Sean Martin is an experienced lawyer and non-executive director, with broad experience across both the public and private sectors.

AutoRek Strengthens Executive Team With Appointment of Tony Livesey as Chief Technology & Product Officer

The industry significance lies in the clear directive to embed advanced automation and AI directly into core regulatory compliance processes.

Finzly Promotes Dharmesh Patel to Chief Customer Officer as Banking Platform Scales Customer Operations

In his expanded role, Patel will oversee all customer-facing functions across Finzly’s product suite, including professional services, production support, and account management.

SEI Master Trust Adds Two Trustee Directors, Announces New Chair

Chair Allan Course Retires from Board After 15 Years of Dedicated Service

Ben Agnew to step down as CEO of The Payments Association

Agnew joined The Payments Association in September 2020, succeeding Tony Craddock.

Vega Technology appoints Chief Financial Officer

Commenting on her appointment, Carolyn said: “I am delighted to be joining Vega at such an exciting stage in its journey."

Innovate Guernsey appoints new Chair

Deputy Kazantseva-Miller thanked Mr Bellinger for helping set up IG and helping “generate positive momentum” in its early days.

eLEND hires Roman Ramora as chief technology and innovation officer

Ramora will lead eLEND’s technology strategy

Tech veteran Brian Saluzzo named new Citi CIO

With tenures at Goldman Sachs and American Express, Saluzzo most recently served as VP and core developer in engineering and product management at Google before joining Citi.

Visa's Stefaan D'Hoore joins Worldline as risk and compliance chief

D'Hoore brings nine years of global leadership at Visa, most recently serving as SVP and chief risk officer for Asia Pacific.

KuCoin EU appoints AML officer

C. Kleinhans has been officially appointed as AMLO for KuCoin EU.

Former Google exec named as Citi CIO

His appointment was welcomed by Tim Ryan, head of technology and business enablement at Citi.

WealthAi recruits Izel Ersoy as new product chief

Ersoy's appointment at WealthAi comes shortly after the appointments of ex-Microsoft director Pratim Das as CTO and Rathbones' Harry Kyprianou as head of product.

Masttro Appoints Dan Gorlick as Chief Product Officer

Veteran product leader from BlackRock, Google Cloud, and S&P Global joins Masttro, the AI-powered data platform for family offices, private banks, and RIAs that serve UHNW clients, to lead product strategy and shape ongoing growth plans

Executive Moves