Wealth management
10 heads of data in Wealth management
These ten executives have led data functions at wealth management firms and wealth divisions as chief data officers and heads of data. Readers can learn how wealth data leaders set data strategy, run data governance and quality programs, and build data and AI capabilities for the business.
Professionals to explore
01—10Adam Jupp
LinkedInExperience: Head of Data & AI, Wealth Management · Schroders
Head of Data & AI, Wealth Management at Schroders since 2026, leading Data & AI for Schroders Wealth Management and responsible for shaping and delivering data and AI capabilities to support client outcomes. Former Head of Data & Analytics, Wealth at Coutts (2016–2025) and former Head of Analytics at Coutts (2011–2024).
Clive Mawdesley
LinkedInExperience: Chief Analytics and Data Officer · RBC Brewin Dolphin
Chief Analytics and Data Officer at RBC Brewin Dolphin since 2020 and former Head of Client Data and Analytics there (2018–2020); the profile describes RBC Brewin Dolphin as one of the UK's leading wealth managers. Former Head, EMEA Fund Derivatives Trading at Merrill Lynch (2010–2016).
Gopal Subramanian
LinkedInExperience: Chief Data & AI Officer · Focus Financial Partners
Chief Data & AI Officer at Focus Financial Partners since 2025 and former Chief Data Officer there (2024–2025); the profile describes Focus Financial Partners as building an ecosystem of wealth management and business management. Former Head of Data Strategy, Governance & Analytics (2019–2024) and SVP, Head of Data Engineering & Analytics (2010–2019) at Fidelity Investments.
Kathryn Duffy
LinkedInExperience: Head of Data - Wealth Management · Morgan Stanley
Head of Data - Wealth Management at Morgan Stanley since 2019 and Head of Data Quality, Morgan Stanley Wealth Management Chief Data Office since 2024; the profile headline reads Managing Director, Morgan Stanley Wealth Management Chief Data Office. Former COO Analytics & Data - Wealth Management (2018–2021) and Data Strategy and Governance (2016–2018) at Morgan Stanley.
Keyur Desai
LinkedInExperience: Senior Managing Director, Chief Data and Analytics Officer · Cetera Financial Group
Senior Managing Director, Chief Data and Analytics Officer at Cetera Financial Group since 2025; the profile says Cetera empowers financial advisors for client success and business growth. Former Managing Director and Chief Data Officer at TD Ameritrade (2017–2020) and former Global Vice President and Chief Data, Analytics and Artificial Intelligence Officer at Herbalife (2020–2025).
Mariam Rassai
LinkedInExperience: Chief Digital & Data Officer · BNP Paribas Wealth Management
Chief Digital & Data Officer at BNP Paribas Wealth Management since 2021 and former Chief Digital Officer (CDO) there (2019–2020). Other BNP Paribas Wealth Management roles include Head of Digital Client Experience (2016–2018) and Head of Learning and Development (2011–2015); the profile headline mentions AI & Digital Transformation.
Martin Krause
LinkedInExperience: Chief Data Officer - Wealth Management · Credit Suisse
Chief Data Officer - Wealth Management at Credit Suisse since 2020, responsible according to the profile for data governance, data strategy, data quality, data security and data analytics across 10+ global booking centers. Former Head Business Architecture and Data Management - International Wealth Management at Credit Suisse (2017–2019) and Head Platform Management International - International Wealth Management (2016–2017).
Reddi Ravi Kananata
LinkedInExperience: Head of Data and Technology · Kleinwort Hambros
Former Head of Data and Technology at Kleinwort Hambros (2017–2025) and Head of Data and Technology at UBP - Union Bancaire Privée since 2025. The profile describes 25 years of global experience delivering outcomes for private banking, wealth and asset management, and enterprise IT organizations, combining technical expertise with data strategy.
Robert Hughes
LinkedInExperience: Chief Data Officer, Global Wealth and Asset Management · Manulife
Chief Data Officer, Global Wealth and Asset Management at Manulife since 2015. Former Senior Vice President, Enterprise Data and Analytics Strategy at CIBC (2014–2015), and former Senior Vice President, Corporate and Operational Risk Management (2013–2014) and Vice President, Corporate and Operational Risk Management (2009–2013) at CIBC.
Teofil Rus
LinkedInExperience: Director, Head of Data for Advice and Wealth Management · Vanguard
Former Director, Head of Data for Advice and Wealth Management at Vanguard (2022–2025) and Director, Financial Advisor Services CDAO at Vanguard (2020–2022). Senior Director, Head of Data for FAS at Vanguard since 2025, where the profile describes leading data and analytics strategy for Vanguard's Financial Advisor Services.
Choose the right perspective
Match the person's setting to yours, since running data for a wealth division inside a large financial group differs from running it for a standalone wealth firm. For governance and data quality questions, favor people whose notes describe that work, and for analytics or AI programs, favor those whose titles name analytics or AI.
Questions to take into the conversation
- 01How did you define the scope of the data function for the wealth business, and where did it sit in the organization?
- 02Which data governance and data quality investments paid off first for advisors and clients?
- 03How do you decide which analytics and AI use cases to fund in a wealth business, and how do you measure their value?
Reaching heads of data in Wealth management
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About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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