Double award win for FNZ at Private Banking and Wealth Management Awards
14 Jun 2022
FNZ, the leading global wealth management platform, is honored to have won two awards at the Private Banking and Wealth Management Awards, hosted in Switzerland by leading industry publisher Private Banker International. The annual awards recognize outstanding achievements in the Swiss private banking and wealth management sector.
One of only two multiple award winners, FNZ took home the prize in both the ‘Outstanding Wealth Management Technology Provider’ and the ‘Excellence in Customer Experience’
FNZ impressed judges with its market-leading global wealth platform, which opens up wealth by making wealth management more accessible to more people. Judges cited how FNZ allows
customers to intelligently orchestrate the full range of client interactions and improve efficiencies while ensuring compliance and increasing an adviser’s ability to provide bespoke client experiences.
Wealth managers are under enormous pressure today to enhance and scale their service offering to clients while improving cost-to-serve in an increasingly complex environment characterized by stringent compliance requirements and legacy infrastructure. FNZ’s double award win at Private Banking and Wealth Management Switzerland reflects its ability to partner with customers to alleviate those pressures and make growth frictionless for both wealth managers and end investors.
FNZ’s mission is to open up wealth by partnering with the entire industry to make wealth management and financial advice accessible to more people. Today, FNZ works with over 650 financial institutions and over 8,000 wealth management firms in 21 countries including abrdn, Allianz, Aviva, Barclays, BNP Paribas Cardif, Credit Suisse, Colonial First State, Generali, Jarden, JP Morgan, LGT, Lloyds, LPL Financial, Momentum, NAB, Pictet, Quilter, Swedbank, UOB and Vanguard.
Through its global wealth management platform, FNZ enables over 20 million people from all wealth segments — including savings and retirement, affluent, and high net worth — to create wealth through long-term investment, aligned with things they care about the most, and on their own terms.
Hanspeter Wolf, Chief Technology Officer at FNZ Group, said: “We know that wealth managers and private banks need a strong partner that can manage the complete end-to-end complexity of their banking and wealth operations, allowing them to focus on delivering a unique client experience.
“FNZ continuously invests in our state-of-the-art platform which enables our customers to create hyper-personalized and innovative products and services that are seamlessly aligned with the needs of their clients. By doing so it enables wealth managers and private banks to improve cost-to-income, reduce complexity, and focus on unlocking new client opportunities.
This recognition by Private Banker International is testament to our credentials and commitment to the Swiss private banking market as we continue our mission of opening up wealth.”
8 Feb 2023
FNZ to acquire ifsam, the Luxembourg-based B2B fund platform, to strengthen global client proposition for asset managers and distributors
Ifsam serves as a leading business-to-business (B2B) fund platform that supports the efficient trading of funds, leveraging its direct relationships with around 300 fund management companies
19 Jan 2023
FNZ to acquire YieldX, accelerating the personalization of wealth management solutions across the U.S. market
The acquisition furthers FNZ’s presence and market leading capabilities in the U.S., accelerating its mission to open up wealth
16 Jan 2023
FNZ successfully completes acquisition of Fondsdepot Bank
The acquisition represents a further investment by FNZ in the German market
13 Jan 2023
FNZ appoints Group Chief People Officer to further strengthen its global leadership team
Renata Mrazova brings world-class business and people strategy expertise, that will support FNZ’s culture for growth and ambitions to open up wealth
2 Nov 2022
FNZ completes acquisition of wealthtech provider DIAMOS
FNZ has completed the acquisition of DIAMOS, following the announcement made in September
27 Oct 2022
Envestnet and FNZ partner to launch seamless, end-to-end digital solution in the U.S. also to integrate and distribute Envestnet's wealth data platform internationally
Front-to-back digital automation integrates Envestnet Portal and Analytics with FNZ's modern, tech-centric platform to better serve advisors and clients
5 Oct 2022
The Spartans Football Club and FNZ Extend Partnership for Women’s and Girl’s Football
FNZ extends its sponsorship of Spartans Women’s Football Club and Girl’s Football Academy during the Scottish Women and Girls in Sports Week
29 Sep 2022
FNZ invests in The Hokus Platform to strengthen life insurance offering and accelerate expansion across France and Luxembourg
The Hokus Platform which will be fully integrated into the FNZ platform, offers a range of digital solutions that allows wealth managers, private banks, and family offices to manage the contracts of life insurance providers from a single digital platform.
20 Sep 2022
Aviva wins Aite-Novarica Group Impact Award for ESG Profiler
ESG Profiler wins Impact Award for Digital Reporting 2022