Insights & news

Article

In Memory of Lord Alexander (Sandy) Leitch

We are deeply saddened by the passing of Lord Alexander (Sandy) Leitch.

Article

Holistic Wealth: From Fragmentation to Full Control

In today’s fast-paced digital world, clients expect more—they want full control over their entire financial picture, and…

• Industry Landscape
• Investor Lifestyles
• Innovation
• Sustainable Investing

Press Release

FNZ announces executive leadership transition and $1bn of investment from existing institutional shareholders

Founder and Group CEO of FNZ, Adrian Durham has decided to transition from his current role to become non-executive Founding…

Article By Carl Robertson

Adapt or Be Left Behind: Wealth Management in the On-Demand Digital Age

Firms are already sharpening their focus on younger investors, who will become increasingly important as the transfer in wealth…

• Industry Landscape
• Innovation
• Investor Lifestyles
• Sustainable Investing

Article By Din Mustaffa

The Lang Cat Meets Din Mustaffa

How do companies assess which deals are worth taking forward, and which transactions are better left undone? The Lang Cat's…

• Industry Landscape
• Innovation

Event

On-demand webinar: Launching Next Generation Wealth Offerings for Retail Investors

Join us for an exclusive webinar as we unveil the strategies that leading financial companies around the world are implementing…

• Industry Landscape
• Innovation

Video

Driving performance through AI and digital innovation

Investment firms are investing heavily in digital innovation, leveraging AI, data and advanced technologies to transform…

• Industry Landscape
• Innovation

Press Release

FNZ listed on CNBC's Top 250 Fintech Companies 2024

This prestigious recognition places us in the Wealth Technology category, celebrating our role in transforming wealth management…

Press Release

FNZ appoints Enrique Sacau as CEO for Europe

Enrique will be responsible for FNZ’s European Business including client relationships, new client acquisition and strategic…

• Industry Landscape
• Innovation

Report

The Future of Adviser Communications

New research from Legado and FNZ, conducted by the Lang Cat, unveils significant opportunities to transform the client…

• Industry Landscape
• Innovation
• Investor Lifestyles

Press Release

Research reveals it’s time to redefine communications within the wealth industry

Legado and FNZ collaborate to introduce a groundbreaking unified communication solution, integrated into FNZ’s global wealth…

• Industry Landscape
• Innovation

Press Release

Aviva and FNZ announce next phase of platform evolution

Aviva and FNZ have partnered since 2015, having developed both adviser and D2C propositions in the UK

• Industry Landscape
• Innovation

Press Release

Sanlam and FNZ complete major migration in South Africa

The ongoing partnership with Sanlam reflects FNZ’s significant momentum and commitment to growth in the African market.

• Industry Landscape
• Innovation

Article

FNZ and its role in helping wealth management firms reinvent themselves in the new world of investing

Recently, new global analysis from a research coalition comprised of FNZ, ThoughtLab and Deloitte, showed that by 2028, the…

• Industry Landscape
• Innovation

Press Release

CFS Edge reaches A$1 billion milestone in just 200 days

In less than 10 months the platform has experienced rapid growth, driven by strong demand for an integrated wrap solution that…

• Innovation
• Industry Landscape

Article By Carl Robertson

Bionic Advisors - The Future of Wealth Management?

Major global analysis from FNZ shows that advances in technology will transform the role of advisors as client expectations…

• Industry Landscape
• Innovation

Video

Leveraging client diversity as a business opportunity

Firms are expanding into diverse market segments and global markets, tailoring services to individual client needs, and…

• Industry Landscape
• Innovation

Press Release

It’s time to open up wealth and embrace the tech revolution - in the UAE and beyond

FNZ are delighted to be participating at the Dubai Fintech Summit 6-7 May 2024. The article below from Adrian Durham, FNZ CEO…

• Innovation
• Industry Landscape

Press Release

abrdn and FNZ announce strategic partnership in Asia

abrdn and FNZ announce a strategic partnership in Asia that begins with the launch of a digital wealth platform in Singapore

• Innovation
• Industry Landscape

Press Release

Consilium and FNZ launch innovative ESG profiling tool for NZ investors

The Consilium Wrap ESG Profiler enables advisers to work with investors to personalize portfolios according to their ESG…

• Sustainable Investing
• Innovation