Adrian is the founder and CEO of FNZ and has overseen the development of the company since it started in 2004. He is currently based in the company’s London office.
Prior to founding FNZ, he worked as an equity analyst for what at the time was Credit Suisse NZ now First NZ Capital.
Adrian has a BSc (Hons 1st Class) in physics and mathematics, and a BMus in performance piano, both from Victoria University Wellington.
As CFO at FNZ, Vivienne is responsible for the FNZ global finance and legal functions which support all FNZ departments to monitor and manage financial risk and to increase corporate value. This involves the management of corporate legal affairs in addition to the management of financial assets, reporting, analysis and planning.
Vivienne joined FNZ in 2014 having previously worked as Finance Director at both Celtic & Co and Hunter Boot. She brings with her over 15 years of experience working with high-growth, high-profile, private equity backed companies across the branded, technology and financial services sectors. In addition to an excellent track record of strategic financial planning and departmental management, Vivienne has a broad skill set that includes prior technical and data management experience in addition to business development.
Vivienne has a first-class degree in Physics and studied non-linear fluid dynamics as a post-graduate at Oxford, before qualifying as a Chartered Accountant with Coopers & Lybrand (now PWC).
Caroline Abbondanza became the Group Chief Information Officer at FNZ in November 2017. She is responsible for the technology that drives FNZ’s multi-channel wealth management services worldwide.
Caroline previously held executive committee roles as both Group IT Director and Chief Information Security Officer at Travelex.
Caroline started her career with Cap Gemini Ernst and Young, working in their outsourcing business division. She has a degree in Social Anthropology and Politics as well as an Advanced Executive Leadership certificate from the University of Cambridge.
Chris has over 10 years experience leading the delivery of high profile strategic initiatives in a range of business contexts. He has a track record of consistently setting up and leading multi-million pound delivery programmes from end to end.
Within his role, Chris is responsible for all FNZ client implementations across the United Kingdom. He manages the interface between FNZ's global customers and our internal product development and implementation divisions - as well as maximising the efficiency of the project delivery process.
Prior to joining FNZ, Chris was employed by AXA as Business Delivery Director, reporting directly to the Managing Director. As a founding member of AXA Distribution Services (ADS), Chris was responsible for directing the programme of work that established the ADS business unit and built and launched the Elevate platform to the UK market.
Chris also worked for Camelot, operator of the UK National Lottery, as Interactive Programme Manager. Accountable for all aspects of business and technical delivery, he managed the delivery of the full project lifecycle, from business case development to the launch of the UK Lotto online and via mobile phones. This is now the most successful interactive national lottery portal in the world.
Previously, Chris has also worked for Barclays Bank and IBM (UK).
Now reporting directly to the FNZ Group CEO, Chris contributes to the group strategic plan and budget process in respect of the product development and implementation division.
Chris graduated with a 2.1 BA Hons in Modern History from the University College of London as well as being an expert in a number of industry recognised project management methods including; PRINCE 2, DSDM and APMP.
Richard Bolger was appointed as the Chief Human Resource Officer in 2014. He joined FNZ in November 2011 as the Group Head of Reward and was responsible for compensation and benefits in each of the regions we operate in.
With 15 years’ experience in Human Resources, Richard has deep knowledge of all aspects of HR and has a successful track record of delivery in fast paced and dynamic organisations, undergoing significant change.
Richard is responsible for leading the Global HR Team in all aspects of Human Resource management, spanning resourcing and recruitment, employee relations, payroll, compensation and benefits, and employee development. He's responsible for providing HR leadership for all FNZ operations and for initiating, designing and executing integrated people solutions that will shape the business and ensure alignment with business priorities and the Company’s HR strategy.
Prior to FNZ, Richard has held Leadership roles at in Global Data, Engineering and High Tech Companies such as Equifax and Raytheon.
Douglas joined FNZ in January 2015 as Chief Operating Officer responsible for Asset Servicing.
Prior to FNZ Douglas was the Director of Share Dealing at Interactive Investor where he had responsibility for Operations, Customer Services and Dealing.
Douglas was at Interactive Investor for over five years and was hired to lead the team in the build of a purpose built platform capable of becoming one of the UK’s largest share dealing services for own and partner brands.
Douglas has worked in financial services since 1991 for both large scale blue chip companies and new start firms including Barclays, Halifax Share Dealing, City Index and II.
Fabian joined FNZ in 2016 as Managing Director for Switzerland and is responsible for establishing the business in the region.
He brings with him over 18 years of experience within the financial technology sector.
Before joining FNZ, he held various senior positions within FIS (previously SunGard). He had business development responsibility for the capital markets collateral management solution, headed the retail core banking business based in Singapore and was responsible for the banking book risk management unit in EMEA.
Fabian is a graduate of the University of St. Gallen, from which he holds a M.A. in Finance and Capital Markets.
Christian joined FNZ in February 2011, with responsibility for all regulatory Compliance matters across the FNZ Group and the management of Risk through the Global Risk and Control Framework.
He also takes responsibility for our risk management methodology and for driving this throughout the business.
Having worked in financial services for more than 20 years, Christian began his career at Diageo, before joining AEGON, where he worked for 16 years. There, he was responsible for all aspects of compliance, for the insurance companies and distribution firms within the group, as well as being accountable for building and maintaining a strong working relationship with the FCA.
FCA Approved Person Status: CF1 Director (FNZ (UK) Ltd), CF10 Compliance Officer, CF11 MLRO, Director of UK and APAC Operating Companies.
Phil is a financial technology specialist having been an Investor, Adviser and Entrepreneur. Over the past 15 years Phil has designed, initiated, founded and supported key innovative financial services technology companies that rank in the Fin-tech 50 (TOP 50 UK financial technology innovative companies), the Sunday times Tech Track 100 (fastest growing UK technology companies), and are recognised on the UK Governments Tech City’s future fifty companies (recognised for high growth and transforming industries).
Originally from a banking background in New Zealand, he wrote and drove the original project that became Cofunds, restructured EMXCo before it was sold to Euroclear in 2007 and helped establish Insight Investments. He founded FundWorks in 2004 (one the first UK cloud based financial services Software as a Service providers), co-founded Calastone (now a global order routing network) in 2008 and Apply financial in 2010 (a payments validation company). In 2011 he spent a year in Silicon Valley working with Venture capital and social media propositions before returning to the UK to become Managing Director of Calastone (UK) achieving record growth and creating its Data Services division and proposition before joining IFDS in late 2015.
In 2016 his team pioneered the first fund transaction using distributed ledger (Blockchain technology) and he joined FNZ in 2017 to spearhead the development of Blockchain technology for FNZ to support the evolution of the Asset Management Industry. In his spare time he Chairs an Artificial Intelligence lab, as well as the TISA Digital Innovation Council.
In addition to developing our relationships with existing clients and managing our new client engagements, Hugh works closely with Product & Technology to evolve our proposition to meet our clients’ ever changing needs.
Hugh’s 25 year career has always been in Financial Services. He has been with FNZ for five years.
Before FNZ, Hugh led EMEA sales operations at DST and before that his roles include building CCC Network Systems in North America from a start-up to a 400 strong $50m (USD) network appliance firm.
He holds an honours degree in Electronic Engineering, and in the little free time he has outside of FNZ and spending time with his wife and two daughters, Hugh can be found on the golf course, football pitch or ski slopes.
Christopher joined FNZ in December 2012 and is responsible for FNZ’s Transfer Agency and Funds Custody business lines.
Prior to joining FNZ, Christopher spent 8 years at Cofunds where he created and developed the ‘Institutional’ product.
Christopher was also previously an Executive Director at UBS for 10 years where we held multiple global operational and middle office roles and worked for First National Bank of Chicago handling Proposition and Operations.
He graduated in 1986 from Kings College, London University with a degree in Mathematics and outside of work owns a small bistro restaurant in Essex.
Danny currently leads FNZ’s Chinese operations in Shanghai. Within this role, he established FNZ’s first China WFOE (Wholly Foreign-Owned Enterprise) and built a delivery organisation that supports projects across APAC.
Danny has over 27 years of professional experience in multiple disciplines such as FinTech, ICT, eCommerce, Enterprise Systems/Networks and R&D. He also has an in-depth knowledge and background of business/operational practices in China, and often provides consultancy to FNZ’s global clients on Chinese business setup.
In Asia, he previously held senior positions at a number of multi-national corporations such as Morgan Stanley, Cisco Systems, PCCW and GE.
Prior to FNZ, Danny established several successful start-up organisations for multi-national corporations in Asia such as Morgan Stanley (in Shanghai), PCCW (in Shenzhen) and GE (in Manila).
He obtained his academic degrees (PhD, MSc, BEE) from the University of Minnesota (Minneapolis). His doctoral thesis focused on Artificial Neural Networks modelling for pattern recognition. Danny also authored/co-authored a number of US patents, as well as international journal and conference publications on various types of technologies.
As the Head of Research and Development, Yong is responsible for the investigation and implementation of strategic enhancements to the FNZ Platform and product suite.
He has a keen interest in the role of technology and its evolving significance in the financial services industry. Yong is constantly seeking technological and product innovation as a window to new markets and new opportunities for FNZ.
Yong joined FNZ as a graduate developer in 2009 and was appointed the Head of Research and Development in 2014. Through his tenure, he has been involved in FNZ platform implementations across the firm’s growing list of operating jurisdictions.
Yong holds an honours degree in Mechatronics Engineering from the University of Canterbury.
Wade joined in June 2016 to lead FNZ’s customer engagement strategy, responsible for Sales and Business Development, Solution Consulting and Client Services for the UK and Europe.
Wade joins from HSBC Securities Services, where he was European Head of Client Management and Sales. Prior to joining HSBC, Wade was responsible for sales and client management activities at State Street Global Services in the UK, Middle East and Africa.
Wade started his career in the asset servicing industry at JP Morgan Investor Services where he was responsible for sales in mutual fund administration, transfer agency and investment operations in EMEA.
Harle joined FNZ in February 2016 and is responsible for all facets of FNZ’s local operations in Hong Kong ranging from overall business leadership, business development, client relationship management, local office management and Hong Kong regulatory engagement.
With over 15 years based in Hong Kong and more than 25 years working across Asia, Harle has developed an in-depth knowledge of Asian markets including the complexities involved in running a business across such a diverse geographical landscape. In this time, he's worked with a large number of local and international Financial Institutions across the Insurance, Fund Management, Pension, SWF and Alternatives industry developing a deep understand of business drivers and operational requirements in these industries.
Prior to joining FNZ, Harle had a 13 year career at Citi spanning a number of senior Leadership positions within Citi’s Transactional Banking Division. During this period he had regional responsibilities for the FI business across all major AsiaPac markets including Australia, Korea, Japan and India. Prior to this, Harle worked at State Street in Australia and held a number of senior roles across the finance industry in Sydney and London.
Harle studied in Canberra, Australia and now resides permanently in Hong Kong with his wife and 3 small children.
Tim has over 15 years experience in the wealth management sector across Asia, Australia and New Zealand in a variety of leadership roles.
Tim joined FNZ in June 2015 to launch the FNZ business in Singapore and South East Asia. He is responsible for the strategic growth of our business in this region through local and global client management, targeted new client acquisition and entering new markets that align with FNZ’s regional and global strategy.
Prior to joining FNZ, Tim had 10 years with ANZ bank in Australia and Singapore where he held a diverse range of leadership positions including Head of ANZ’s Wealth Management Platforms, Head of Strategic Relationships, leading a regional wealth platform review and prior to these roles he was the General Counsel of an ANZ subsidiary business.
Tim has qualifications in Economics and Law from the University of Sydney and now resides permanently in Singapore with his wife and young daughter.
Lorraine joined FNZ in February 2012 and was appointed as Commercial Director in June 2015. With extensive and varied experience in finance, technology operations, supply chain design and programme management, Lorraine brings over 25 years of business knowledge to FNZ.
Within her role, Lorraine is responsible for the development and implementation of the strategic commercial framework, processes and governance that will allow FNZ to drive revenues up and costs down and ultimately maximize profitability for the company.
Prior to her current role, Lorraine spent three years as FNZ Client Director for Standard Life where she was responsible for the successful delivery of Standard Life’s Platform Growth Programme.
Lorraine has consistently delivered significant profit improvements through implementing transformational business change on a global scale. Of particular note is Lorraine’s capability to build and lead high performing teams to attain business goals, over achieving on quality, time to market and financial expectations.
Prior to joining FNZ, Lorraine worked for Sun Microsystems for 17 years.
Her wide variety of roles included Senior Director of Supply Planning, Director of Supply Chain for EMEA and Strategy Manager for UK Operations. Lorraine also has a broad international experience having worked and lived in the US, Netherlands, UK and Asia.
Prior to this role, Lorraine worked with Digital Equipment Corporation, responsible for the design and implementation of all financial processes for their Wafer Fabrication start up facility in Scotland.
Lorraine graduated with a BA in Accountancy from Napier University as well as being a Member of the Chartered Institute of Management Accountants.
Charlie is responsible for customers and sales in New Zealand, and for APAC Production Services (Asset Servicing, Production Support, Business Readiness and Tax).
Charlie started with FNZ in 2005 and has extensive experience across many areas of the business including managing projects within the Asset Servicing and Technology functions, as well as in Institutional Sales in the Australian and New Zealand markets.
Charlie has also held posts within global Custodian Banks whilst in the United Kingdom, focussed on business divestment and acquisition projects. Charlie is based in Wellington and is passionate about fostering an innovative and healthy financial services sector for the benefit of all New Zealanders. Charlie is a Director of the Financial Services Council and member of the New Zealand Institute of Directors.
Tom is Managing Director, Australia & Asia.
Tom's key focus is client relationship development and ensuring that FNZ consistently exceeds the needs of their businesses.
Tom's experience, in depth knowledge of business logistics and FNZ products makes him an integral part of key decision making within client projects, personalising FNZ's customer experience and ensuring that FNZ products and solutions are successfully delivered.
Tom was appointed by FNZ in early 2014 and comes with over 20 years of experience in financial services, accounting and assurance, mergers and acquisitions, business sale, private equity, construction, transport and logistics, and wealth management. Tom also has non-executive director responsibilities with various companies in Australia.
Tom is a Fellow of the Institute of Chartered Accountants, qualified Financial advisor and completed post graduate qualifications.