Additional Articles

Article

The true cost of KYC (and how FNZ makes investing more affordable)

Is saving over 70% of your onboarding cost and reducing 90% of your onboarding time, every time you verify customer identity…

• Industry Landscape

Article By Philippe Bongrand

Accelerating the transformation of private banking

In an interview with Finews, Philippe Bongrand, Managing Director Switzerland and Private Banking at FNZ, discusses the firm's…

• Industry Landscape

Article

A Global Wealth Platform for the Private Banking and Wealth Management Industry

Banking CIO Outlook has recognised FNZ as a Top Digital Banking Solution Provider in Europe 2022. FNZ was recognized based on…

• Industry Landscape

Article

Investor self-determination is rising rapidly: Is digital advice the way to go?

By the time a client talks to an advisor, they have already narrowed down their investment ideas.

• Investor Lifestyles

Article

Providing investor choice means delivering a wider scope of products – at less cost. But how?

Wealth managers need to respond to the increasing complexity.

• Investor Lifestyles

Article

Reconnecting private bankers with their clients

Getting private bankers back into business

• Industry Landscape

Article

As the industry reshuffles, can wealth managers be all things to all people?

Asset service and administrative fees are coming under pressure

• Investor Lifestyles

Article

Driving a More Sustainable Future

Dr. Vian Sharif and David Armstrong discuss sustainable investing on Wealthmanagement.com

• Sustainable Investing

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Why best-of-breed tech may not be best for business

Reflections on discussions at Private Banking & Wealth Management Switzerland

• Innovation

Article

Sowing seeds of change at SIFMA Ops 2022

It was a hot one this year. Like seven inches from the midday sun, as the great guitarist Santana would say.

• Sustainable Investing

Article By Mark Shields

As regulators turn up the heat, how will you manage the complexity?

Insight from ThoughtLab wealth & asset management 4.0 study highlights how regulatory changes will create increasing complexity…

• Industry Landscape

Article By Mark Shields

The itch to switch: 5 reasons investors are changing wealth management providers

Insights from ThoughtLab Wealth & Asset Management 4.0 research study on the growing trend in investors switching providers.

• Industry Landscape

Article By Mark Shields

The democratization of wealth management: increasing demand for complex products drives increasing onboarding complexity

Investors are increasingly investing in more complex financial products. Even the mass affluent investor no longer relies on…

• Investor Lifestyles

Article By Mark Shields

Debunking the myth: digital wealth management services only target the young and mass market

Insight from ThoughtLab Wealth & Asset Management 4.0 study shows digitalization is not just a phenomenon of the millennial…

• Industry Landscape

Article

FNZ launches new US wealth management venture

FNZ has launched FNZ Trust Company, a new US wealth management venture, in collaboration with State Street, following the…

Article By Adrian Durham

Technology fuels meaningful pensions engagement

Adrian Durham, Chief Executive and Founder of FNZ, reveals how a more digital experience is boosting people's interest and…

• Investor Lifestyles

Article

Top three trends for sustainable finance in 2021

As the new year arrives amidst a time of resolutions and challenges, we find ourselves at the nexus of a series of convergent…

• Sustainable Investing

Article By Din Mustaffa

Mastering the science of lean innovation

Innovation distinguishes a leader from a follower – but how do you innovate successfully and consistently? FNZ’s Din Mustaffa…

• Innovation

Article

The Blockchain evolution

Blockchain technology isn't the new kid on the block anymore, so as the technology matures, what does the Blockchain evolution…

• Innovation

Article

Can technology build pension engagement?

Auto enrolment has helped millions of new savers prepare for retirement. But are they really engaged with their pension, or…

• Investor Lifestyles