Alex Funk, currently UK CIO of PortfolioMetrix, has been appointed CEO, with founder Brandon Zietsman transitioning into the role of Executive Chair. The changes will take effect from 1 January 2026.
Funk will retain his investment responsibilities alongside the role of CEO. The investment team remains well-anchored by Phil Bradford (Chief Investment Officer) and Brendan de Jongh (Head of Global Investment Strategy), ensuring that Funk can retain strategic oversight of the investment process and portfolios managed on behalf of adviser partners.
Funk also announced further changes to the global executive team, naming Sharné Sanders as Chief Commercial Officer, Oscar Reitsma as Chief Operating Officer and Natalie Horton as Chief Financial Officer.
Zietsman will continue to work closely with Funk in his new position as Executive Chair. In this role he will be freed up from his current management responsibilities to focus on group strategic initiatives, key partner relationships, and the evolution of the business.
Funk said: “Having experienced the firm both externally and now as part of the team, I recognise the strength of the foundation that has been built. Taking on the responsibilities of CEO presents a wonderful opportunity, and I value the trust and guidance Brandon continues to provide as we focus on the next phase of our growth.
“We are at an inflection point where the groundwork of recent years is translating into real strategic momentum.”
Funk highlighted PMX’s Partner Group as a cornerstone of the company’s proposition: “With Ben Peele running the UK Partner Group, we have a key leader with institutional knowledge to focus on our adviser partners and prospects, carrying the PMX ethos into the future.”
Zietsman said: “The revised executive structure will create a more balanced leadership presence across regions, reflecting the firm’s international focus and ambitions.
“Our values and ethos remain constant, but our culture is alive and responsive – that is our strength. Alex combines deep technical understanding with strategic and human insight, and that blend is invaluable.”
