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Building a Future-Ready Investment Firm

Forward-looking study shows how investment providers are embracing new innovative technologies and AI as investor demographics…

Report

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Achieving tech leadership in private banking

A Deloitte and FNZ joint report on the current state of the private banking industry

Report

Partnering for scale MID

Partnering for scale: FNZ and BCG report

New report available with global data

Hot Topic

What investors want TOP

Top 5 investor insights report

What do investors want?

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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
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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
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Digitally transform client advice and experience

Firms are embracing technological advancements to enhance advisor roles and elevate client experiences.
- Industry Landscape
- Innovation
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Adrian Durham, Group CEO, live on CNBC

Watch Adrian Durham's live TV interview where he discusses the launch of FNZ's global research paper
- Industry Landscape
Video
Video discussion: Achieving tech leadership in private banking

Watch Patrick Laurent, Partner and Innovation Leader at Deloitte, Pascal Martino, Partner and Banking and Human Capital Leader…
- Industry Landscape
Video
Katrina Sartorius interview: perspectives on Scalable Tech and Operations in Wealth and Asset Management.

Katrina Sartorius, FNZ’s Managing Director Relationship Management UK, shares her perspective on what is impacting wealth…
- Industry Landscape
Video
Joanna Tang interview: perspectives on Scalable Tech and Operations in Wealth and Asset Management.

Joanna Tang, FNZ’s Managing Director for South-East Asia shares her perspective on what is impacting wealth management in her…
- Industry Landscape
Video
FNZ Impact

Unlock sustainable investing’s potential
- Sustainable Investing
Video
Opening Up Wealth: Re-aligning the Industry Landscape with Investors

Adrian Durham and David Armstrong discuss re-aligning the industry landscape on wealth management
- Industry Landscape
- Investor Lifestyles
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Webinar: Invest with impact

Unlocking sustainable investing’s potential
- Sustainable Investing
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Providing greater access and personalization to investment advice

Much of the financial services industry is working with legacy technology, which leads to challenges in delivering advice.
- Innovation

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