valantic FSA Appoints Dr. Holger Wohlenberg as CEO to Lead Next Growth Phase

Digital automation solutions provider valantic FSA has named Dr. Holger Wohlenberg as Chief Executive Officer, effective 1 June 2025. Dr. Wohlenberg joins with significant expertise in finance, technology, and data, having previously held senior leadership positions at Deutsche Börse Group where he helped expand its data and technology businesses.

His appointment signals valantic FSA’s strategic push to further scale its operations across Europe and globally, offering advanced workflow automation and integration solutions for financial markets and services firms. Dr. Wohlenberg succeeds Joachim Lauterbach, who steps down after a decade during which he established valantic FSA as a multi-solution provider serving over 100 customers in 18 countries. The leadership change comes as financial market participants increasingly seek scalable, intelligent digital solutions to manage complex operational and regulatory workflows.

Taskize Appoints David Williams as CFO to Strengthen Leadership Team

Taskize, the Euroclear-owned fintech and leading investment operations collaboration platform, has named David Williams as its new Chief Financial Officer. Williams joins with over 15 years of financial leadership experience, having held senior roles at EY, Barclays, Morgan Stanley, and most recently, Janus Henderson.

Based in London, Williams will oversee Taskize’s financial operations and deliver strategic financial insights to both internal and external stakeholders. His appointment comes amid Taskize’s ongoing global expansion, with the company now supporting over 600 financial institutions across 88 countries. This leadership addition follows the recent appointments of Helen Adair as Chief Product Officer and Alfred Escobedo as Head of Business Development for LATAM, marking another milestone in Taskize’s growth journey.

Digital Asset Appoints Jonathan Isaac as Chief Marketing Officer to Drive Canton Network Growth

Digital Asset has appointed Jonathan Isaac as Chief Marketing Officer, tasking him with leading global marketing across brand strategy, product marketing, and communications. His primary objective will be to elevate the profile and adoption of the Canton Network, the decentralised infrastructure platform tailored for financial markets.

Isaac brings more than 20 years of marketing expertise, with prior roles including CMO at CoinMarketCap and Head of Marketing at Gemini. His background spans senior positions at global agencies such as JWT, Anomaly, and Digitas, where he led campaigns for major brands like the BBC, Sony, and Coca-Cola. He has also served as a fractional CMO for various fintech and biotech firms, focusing on brand reinvention and growth strategies.

Broadridge Appoints Tina Joshi as Head of Securities Finance and Collateral Management for North America

Broadridge Financial Solutions has named Tina Joshi as Head of Securities Finance and Collateral Management (SFCM) for North America. Based in New York and reporting to Darren Crowther, Joshi will oversee client delivery, business development, and operational management across Broadridge’s full SFCM portfolio. This includes automated support for securities lending, borrowing, and repo transactions.

Bringing over 20 years of experience from firms such as Citigroup and Morgan Stanley, Joshi’s appointment supports Broadridge’s strategy to simplify trading and meet evolving market demands. The move is part of a wider effort to enhance the company’s leadership in multi-asset, multi-workflow trading and reinforce its commitment to North American clients amid regulatory and industry changes.

United Fintech Appoints Deepak Nair as Chief Operating Officer

United Fintech has named Deepak Nair as its new Chief Operating Officer, joining the Executive Leadership Team. In this role, Nair will oversee the development and execution of the firm’s global operational strategy, focusing on scalability, efficiency, and alignment across its fintech platform and partner network.

Nair brings over 20 years of experience from roles at Virgin Media O2, McKinsey & Company, UBS, JPMorgan, and Goldman Sachs. His background includes large-scale transformation initiatives, post-merger integration, and operational strategy. At Virgin Media O2, he led enterprise-wide restructuring for a 15,000-strong workforce and built a data-driven transformation office. Based in London, Nair will report directly to United Fintech’s founder and CEO, Christian Frahm.

Chris Jackson Appointed Global Head of Equities at Liquidnet

Liquidnet has promoted Chris Jackson to the role of global head of equities, marking a new chapter in his decade-long career with the firm. Based in London, Jackson steps up from his previous dual position as global head of equity strategy and head of equities for EMEA, roles he held since August 2019.

Jackson joined Liquidnet in March 2015 as head of EQS for EMEA before transitioning into equities leadership. Before his tenure at Liquidnet, he served as head of EMEA execution sales at Citi from 2009 to 2015, and previously held director-level roles in portfolio sales, analytics, and sales trading at SBC Warburg and Merrill Lynch. In 2012, he briefly advised HM Treasury and the Government Office for Science on computer-based trading while at Citi.

Sterling Trading Tech Appoints Julie Armstrong as Chief Commercial Officer to Drive Global Expansion

Sterling Trading Tech has appointed Julie Armstrong as its Chief Commercial Officer, a new role aimed at supporting the company’s global growth strategy. This move reflects Sterling’s ongoing evolution, marked by progress in attracting new client segments, expanding product offerings, and increasing its international footprint. Armstrong will lead efforts to advance strategic revenue initiatives across Sterling’s Order Management System, Risk and Margin, and Trading Platforms, which serve all asset classes globally.

Armstrong brings extensive experience in fintech and revenue generation, having previously held leadership roles at ChartIQ and CME Group Inc. Her background includes overseeing global market technology services and contributing to diversity initiatives within the industry. Her appointment is expected to bolster Sterling’s commercial capabilities and support its next stage of accelerated development.

LSEG Appoints Gianluca Biagini and Ron Lefferts as Co-Heads of Data & Analytics

The London Stock Exchange Group (LSEG) has appointed Gianluca Biagini and Ron Lefferts as Co-Heads of its Data & Analytics division. Biagini, set to join from S&P Global on 18 August 2025, and Lefferts, who has been with LSEG since 2021 and joined the Executive Committee in 2023, will jointly lead the global data and analytics operations. Both will report directly to CEO David Schwimmer and become members of the Executive Committee.

The pair will oversee LSEG’s services to over 44,000 customers in more than 170 countries, with a particular focus on expanding the LSEG Workspace product. Biagini brings over 25 years of experience from roles at S&P Global and Bloomberg, specialising in financial instrument valuation and analytics. Lefferts, currently LSEG’s Group Head of Sales & Account Management, has held previous senior roles at Protiviti and IBM, leading technology and financial services initiatives globally.

SimCorp Appoints Ronan Donnelly as Chief Operations Officer

SimCorp has announced the appointment of Ronan Donnelly as its new Chief Operations Officer, effective immediately. Donnelly will play a key role in guiding the company’s strategic direction, streamlining operations, and supporting long-term sustainable growth. He will report directly to CEO Georg Hetrodt.

Donnelly joined SimCorp in 2020 and most recently served as Senior Vice President of SaaS Operations. His achievements at the company include implementing AI-enabled support and expanding SimCorp’s global footprint with a presence in Mexico City. He brings prior experience from senior roles at fintech firms such as SunGard, FIS, and Finastra. Donnelly holds a BA in Banking and Finance from the University of Ulster and has international experience from time spent in London and New York.

Athena Appoints Scott Loughran as Head of Client Engagement, North America, to Drive Regional Expansion

Athena, the Order Management System (OMS) and Portfolio Management System (PMS) solutions provider, part of United Fintech, has named Scott Loughran as Head of Client Engagement for North America. This appointment supports Athena’s strategic growth in the region, aiming to enhance service quality, streamline implementations, and deliver innovative solutions to hedge funds and asset managers.

Loughran brings extensive experience in fintech and asset management platforms, having held key roles at AlphaDesk and d1g1t, where he led successful client engagement and implementation initiatives. His leadership will focus on scaling Athena’s North American client services and driving platform adoption.

This move follows Athena’s broader expansion strategy in the region, including the Q4 2024 appointment of Abdi Kahiye as Senior Implementation Specialist. With experience from d1g1t, Refinitiv, and AlphaDesk, Kahiye adds further strength to Athena’s implementation capabilities.