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.
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.
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.
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.
Matthew was appointed Managing Director, UK & South Africa in February 2019. He joined FNZ in December 2012 as Head of Institutional Product before going on to lead the Proposition team in 2014. Matthew is now responsible for all aspects of the UK Business including client relationships, sales, technology delivery, asset servicing & support.
Prior to joining FNZ, Matthew spent 7 years at Cofunds where he held a number of roles across Operations, IT and eventually as Head of Product for the Cofunds Institutional Service.
Before this, Matthew’s career also included roles at Sumitomo Trust and Banking, Citibank and UBS where he held multiple roles across Operations, IT and Treasury.
Allison joined FNZ in December 2017 as Global Client Director. She has extensive experience in the management, operations, sales and development of key initiatives within the SIPP, WRAP, pensions and financial services arena.
Within her role, she is responsible for the end to end client management of one of FNZ’s largest global accounts. Within this, she’s accountable for the growth of the customer platform and maximising the financial outcomes through helping shape its strategic development and opportunities.
She consistently delivers technology and business change programmes, product/investment administration, custody service and technology support in accordance with contractually agreed service and quality standards.
Prior to FNZ, Allison was Chief Operating Officer at Alliance Trust where she was accountable for the overall leadership of Investment Operations, Change and IT, Platforms and Proposition.
Allison also worked as platform and proposition consultant at Prudential, was Head of Wealth and Pensions at CGI and held various senior roles at Standard Life Assurance, including head of strategic initiatives.
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.
Gabriel leads the R&D function at FNZ for the Asia-Pacific region. He is responsible for innovation and new product design enhancing FNZ’s core platform in new markets to support the strategic growth of our business in region.
Gabriel joined FNZ in 2011 and has extensive experience in the solution architecture and implementation of FNZ platforms across a diverse range of propositions to market. He is familiar with the platform operating models across the jurisdictions we operate in globally, having based in London, Sydney, Wellington, and presently in Hong Kong.
Gabriel holds a BCom in Accounting and Finance from the University of Auckland, and is completing an MBA at the Hong Kong University of Science and Technology.
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.
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 and in 2019 was appointed to the role of CEO, APAC. He is responsible for all aspects of the APAC business including strategic growth 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 running several of ANZ’s Wealth Management Platform businesses.
Tim has qualifications in Economics and Law from the University of Sydney and now resides permanently in Singapore with his wife and young daughter.
Klaus joined FNZ in 2015 and is responsible for managing the business across the Nordics.
He has extensive international experience having worked in Finland, the UK, France and the Middle East.
Before joining FNZ, he was a Partner at PwC where he held various senior positions. He was Head of Tax Advisory and Corporate Finance in Finland and a senior member of the EMEA Tax Advisory Management Team.
At Nordea Bank, Klaus was a Partner within Corporate Finance, a senior member of the Nordic CF Management Team and was Head of the Corporate Restructuring Unit.
Klaus is a graduate of the Aalto University from where he holds MBA and BBA (Economics and Business Administration).
Linda joined FNZ in October 2018 as Chief Operating Officer where she is responsible for asset servicing and investment operations.
She has extensive experience in managing large operational areas within the financial markets, custody and funds management industries. Linda also holds a strong track record for delivering transformational change that improves efficiency, risk management and quality standards across the operational functions
She joined FNZ from BlackRock, where she latterly served as Managing Director. Prior to this role she was EMEA Head of Investment Operations and Global Head of Asset Servicing.
She also worked at National Australia Bank for over 10 years in a number of senior positions.
Linda earned a Bachelor of Business degree in accounting from Swinburne University in Melbourne, Australia.
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.