The firm, which was formed more than six years ago and which works in spaces such as wealth management, has created the position of chief revenue officer.

Wealth technology firm WDX has appointed Niklas Lindberg as chief revenue officer, with immediate effect. The role is a global one.

Previously the head of Microsoft Switzerland’s financial services industry segment, Lindberg has more than 20 years’ experience within the technology industry and has held various management roles across EMEA and the US.

Lindberg will be based at WDX’s new offices that are due to be opened soon. He will be responsible for all sales, marketing and partnership activities globally. 

“By establishing a Swiss presence and legal entity in Zurich, which will be coupled with an office in Geneva later in the year and the launch of our New York office at 300 Park Avenue, we will be able to more effectively capitalize on the vast interest and pipeline we have in these two key markets,” Lindberg said.

Most recently, Schroders Wealth, Cazenove Capital and a major Zurich based Capital Manager have deployed WDX ONE as part of their digital strategy across Switzerland as well as the UK, the Channel Islands and Asia. (WDX ONE is a platform enabling wealth managers to keep on top of clients’ multi-jurisdictional needs, as well as provide data and information across a range of areas.)

“Niklas’s appointment underscores our commitment to furthering the breadth of WDX in our existing regions of operation and those which both we, and our clients, see as opportune markets for the future,” Gary Linieres, CEO of WDX, said.