Category: People

Taskize, the investment ops collaboration platform and Euroclear-owned fintech, has appointed Helen Adair as global head of business development and Alfred Escobedo as head of business development for the LATAM region. Adair was most recently at Morgan Stanley, where she was global head of client onboarding having previously spent over 12 years at J.P. Morgan.…

Lauren Davides has joined J.P. Morgan as an executive director in the product management team, based in Boston. Davides spent nearly 10 years at State Street – most recently as chief of staff for its digital business – before a brief spell at Broadridge.

Barbara Roth has been appointed as chief administrative officer for Continental Europe at State Street Bank International GmbH (SSBI). She will join the SSBI executive management board. Reporting to Yvette Hollingsworth Clark, chief compliance officer at State Street, and Andreas Przewloka, CEO of SSBI, her responsibilities will include overseeing key governance functions such as compliance,…

TMF Group, the Netherlands-based provider of compliance and administrative services, has appointed three new leaders to its ExCo. Dan Thomas will be joining as chief commercial officer (CCO). He has served on the ExCo of KPMG UK for the past seven years and previously held several leadership roles within KPMG, including head of corporates and…

Niki Giles has re-joined Prescient Fund Services as head of strategy. Most recently, she was CFO at Sygnia, where she was responsible for finance and institutional administration, and oversaw the launching of their first actively managed ETF in 2024. Prior to that, she headed governance, risk & compliance at Prescient.

Equiom, a UK-based provider of private client, family office, and corporate services, has appointed Jonathan Wheeler as head of Middle East. Based in Dubai, he will lead the strategic direction and operations across Equiom’s Middle East businesses, overseeing offices in Dubai, Abu Dhabi, Qatar, and Saudi Arabia. Wheeler was previously at TMF Group.

FNZ, the wealth management platform provider, has appointed Jan Wohlschiess as group head of operations and delivery. He will be responsible for overseeing FNZ’s global operations and delivery functions. He was most recently global chief operating officer at the private bank and wealth management business of Barclays Group. FNZ recently appointed a new CEO, Blythe…