Clifton Asset Management appoints its first CTO to lead AI integration

Clifton Asset Management has reached a major milestone by appointing Ashley Wise as its first-ever Chief Technology Officer (CTO).

Following a significant private equity investment from CBPE in 2025, the firm is navigating an inflection point in wealth management where technology is no longer just supportive, but central to its strategy.

With 20 years of experience at firms like Saltus and Edmond de Rothschild, Wise is tasked with leading the integration of artificial intelligence across the company.

CEO Neil Greenaway emphasized that this role is essential for keeping robust technology at the core of their service.

By leveraging private equity capital to professionalize its technical leadership, Clifton Asset Management aims to boost advisor productivity and enhance the end-client experience.

This appointment positions the firm to stay competitive as it transitions toward a more advanced, AI-driven future in the financial services sector.