The latest senior moves, appointments and personnel changes in North American wealth management.

Broadridge Financial Solutions
Broadridge Financial Solutions, the US-based business that provides tech solutions to financial firms, has appointed Richard Terblanche as vice president, global distribution data solutions within its growing data-driven fund solutions business, based in London.

He brings more than 20 years’ experience across investment management and data. Previously, he served in senior roles at Strategic Insight. Most recently, he led the EMEA business at Fishtank, where he worked with asset managers on complex data and distribution challenges.

Terblanche will be working with global asset managers to navigate the increasing complexity of client and distribution data across global markets. This newly-created role reflects Broadridge’s ongoing investment in supporting clients as they look to optimize distribution and drive growth.

“We see a transformative opportunity for asset managers to unify and operationalize their global client and distribution data ecosystem. By creating a connected, AI-ready data foundation, firms can accelerate decision-making, streamline operational complexity, and drive growth through AI-powered intelligence and optimization,” Nigel Birch, Head of Global Data & Analytics. “We’re pleased to welcome Richard to our leadership team and leverage the deep expertise and innovation mindset he brings to help drive this next phase of transformation.”

Alpha Capital Family Office
Alpha Capital Family Office, which calls itself an outsourced family office, has appointed Henry Pizzutello as a partner who will lead its expansion into Texas with offices in The Woodlands and Beaumont.

Prior to this, Pizzutello worked at AC Family Office from HFG Wealth Management, where he served as chief investment officer and led portfolio management for the firm. He also served as managing director and head trader for the Bass Family Office in Fort Worth, Texas.

AC Family Office expects to open a Dallas Office later this year. 

Raymond James 
Advisor Daniel Berger has joined the employee advisor channel of Raymond James, based in St Louis, Missouri. He previously worked at UBS Financial Services, where he had run about $480 million of client assets. Berger is joined by his son, investment portfolio associate Chase Berger.