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Wealth

Executive Moves: Appointments at FE fundinfo, Monument Bank, and JTC

Wealth management firms are reshaping their leadership benches this month, with FE fundinfo, Monument Bank, and JTC filling key strategic roles. The appointments reflect a broader industry push to integrate artificial intelligence, enhance digital banking services for mass-affluent clients, and expand international employee incentive programs.

Executive Moves: Appointments at FE fundinfo, Monument Bank, and JTC

FE fundinfo has named Bjoern Doehrer as chief product officer. Based in Frankfurt, Doehrer will oversee the company's product strategy and the expansion of its Nexus platform, with a specific mandate to integrate AI-driven services. He arrives with deep experience in quantitative technology, having previously held product leadership roles at Morningstar and Infront after co-founding EDG AG.

Monument Bank has bolstered its board by appointing Sunir Kapoor as an independent non-executive director. Kapoor, who joined in July, brings four decades of technology leadership from Silicon Valley and Europe, including a six-year tenure on the board of BBVA. His appointment is aimed at accelerating Monument’s digital service offerings for the UK’s mass-affluent market.

Meanwhile, JTC has tapped Mike Freer to serve as a director within its employer solutions team. With over 40 years of financial services experience, Freer will lead the development of employee incentive, pension, and share plan solutions. His background includes significant policy work with the government of Jersey and a focus on international regulatory environments, strengthening JTC’s capacity to manage complex compensation structures for corporate and public sector clients.

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