Managers of Wealth Fintech

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.

Ex-BigPay COO Mitherpal Sidhu Joins Funding Societies as GM of Payments

He now leads CardUp’s operations across Singapore and Indonesia, with full profit and loss responsibilities in both markets.

RIA veterans join leadership team at specialized brokerage Cache

Also joining is Shang Chou, CQF as head of institutional solutions, having previously been with Tema ETFs as chief revenue officer.

InvestiFi hires Todd Clark as president and COO

Clark will be responsible for overseeing key aspects of InvestiFi’s business, including sales, marketing, implementations, client success, customer service and finance, leveraging his experience across the financial industry.

Insignis Cash appoints new CEO and chairman

Insignis Cash, the award-winning cash management platform, is delighted to announce the promotion

Nick Delikaris rejoins EquiLend as CPO

He has also worked as head of digital finance trading at Coinbase, and VP of securities lending at Goldman Sachs.

Clowd9 names Patrick Butler as new head of risk and governance

His appointment follows former Thredd tech lead Paul Hansford joining Clowd9 as chief technology officer in September last year.

Paymentology Appoints Former Visa Exec Minh Ha Truong to Drive APAC Growth

She will spearhead Paymentology’s growth strategy across the region, working closely with clients, partners, and governments to drive innovation

Executive Moves