The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations.

ZILO
ZILO™, a fintech specialising in global asset and wealth management software, has appointed Doug Boyce (main picture) as managing director, wealth, reporting to Phil Goffin, CEO and founder of ZILO.

Boyce’s appointment reinforces ZILO’s commitment to scaling its core global transfer agency platform while accelerating the development of next-generation digital asset and wealth infrastructure, the firm said in a statement.

Boyce, who has more than two decades' experience across wealth and retail platforms, and institutional distribution, will lead ZILO’s wealth division. His remit includes building modern, digitally-enabled wealth platforms that integrate seamlessly with ZILO’s core infrastructure. Boyce will work with Brian Smith, managing director, digital assets, who leads ZILO’s digital asset strategy, including tokenisation enablement, digitally-native asset structures and next-generation settlement capabilities.

Founded in London in 2020, ZILO™ Technologies is a UK-based fintech company delivering modern transfer agency infrastructure alongside next-generation digital asset and wealth capabilities. Through cloud-native architecture, AI-enabled automation and scalable platform design, ZILO says it supports global asset and wealth managers seeking “resilient, future-ready infrastructure.”

Utmost
Utmost. a global provider of insurance-based wealth solutions, has appointed Nicoletta Basso (pictured below) as branch manager of the Italian branch of Utmost Luxembourg.

Nicoletta Basso

Basso already has more than six years of experience at Utmost as tax and legal counsel – Italy, working alongside the sales team to advise high net worth and UHNW clients as well as business partners. She advises on the viability and effectiveness of unit-linked insurance products as an efficient wealth structuring and succession planning solution for the Italian market.

In total, she has worked in the financial services industry for more than 15 years, in particular covering cross-border and multi-jurisdictional matters. Basso was previously employed in the compliance department of a MiFID investment manager based in Dublin, where she gained deep expertise of compliance matters and regulatory frameworks.

“Italy offers exciting potential as generational wealth transfer accelerates and Utmost’s dual-market European offering from both Ireland and Luxembourg positions us strongly for growth,” Ugo de Grenet, head of high net wealth – Continental Europe and LatAm at Utmost, said. “The appointment of Nicoletta is a strategically significant step in delivering our ambitious future strategy – she knows the business inside-out and brings first-class experience in our relevant markets."

Oxford Risk
Oxford Risk, a behavioural finance fintech serving wealth managers, advisors, banks, and pension providers, has appointed Francesco Cocozza as product innovation manager for AI and behavioural finance.

For much of the last decade, Cocozza has worked on fintech products, building data and AI capabilities that make behavioural science usable at scale. In recent years, he has led AI strategy and implementation programmes worldwide across highly regulated financial services and healthcare industries, from early-stage concept through to production and commercialisation.

Cocozza will be responsible for developing AI-powered tools that turn the company’s behavioural intelligence into practical support for advisors and their clients, translating Oxford Risk’s data into decision-ready insights to help firms deliver the right message to the right investor at the right time, and in the right tone, the firm said. He will lead the development of AI systems that are both behaviourally intelligent and governance-ready, ensuring that outputs remain transparent, auditable, and aligned with regulatory expectations.

JTC
JTC, a global professional services business, has appointed David Gilchrist (pictured below) as director to expand its commercial office.

David Gilchrist

Based in London, he will support development of JTC’s suite of products and services into new markets, in particular its banking, treasury and investments offering. He will also help shape new initiatives such as JTC’s custody and insurance propositions and collaborate with internal teams to develop group-wide enhancements.

Gilchrist has more than a decade of experience delivering complex business transformation initiatives in the UK and US, both in-house and through consultancy roles. He joins from another global service provider where he drove product, operational and technology innovations in the cross-border funds space.