Shaking up the direct to consumer marketplace
What we do

Shaking up the direct to consumer marketplace

In 2016, Vanguard, one of the world’s largest asset managers, selected FNZ to support their platform deployment strategy in a number of countries outside of the United States.

Shaking up the direct to consumer marketplace

A compelling and award-winning proposition

Investor centric mission

Aligned with Vanguard’s core mission, the platform was designed with the end investor in mind.

It has a purposefully clean and intuitive layout, which is easy to navigate and helps investors to quickly find what they are looking for. The platform is fully responsive meaning investors can access their portfolios across all major mobile and tablet devices and is fully reflective of the Vanguard brand and vision.

The platform was launched with an S&S ISA, Junior ISA and a General Investment Account to promote long-term tax efficient savings.

In February 2020, the proposition was further enhanced by adding a SIPP to the platform with a view of further reducing the cost and complexity of saving for retirement.

The platform offers 78 Vanguard Mutual Funds and Exchange Traded Funds, including Vanguard’s LifeStrategy and Target Retirement products.

An award-winning proposition

Vanguard was named a ‘Which? Recommended Provider – Investment Platforms’ in 2019 and again in 2020 – when they attracted a record 88% approval rating. In addition, it was recently named a ‘Which? Recommended Provider – SIPPs’.

As at December 2020, there were 172,000 UK investors on the platform and Assets under Administration of £5.0bn.

By having FNZ as a key partner, Vanguard has simplified implementation as many of the key services are outsourced to FNZ.

FNZ and Vanguard continue to work in close partnership with a joint roadmap that includes further international deployments and innovative enhancements.

The results

  • Low costReduced launch and operational costs
  • QualityWhich? Recommended Provider award winner
  • Asset£5.0bn assets under administration
Shaking up the direct to consumer marketplace