• FNZ’s existing institutional shareholders have committed US$450m of additional capital.

  • Investment supports the continued implementation of FNZ's transformation programme and its strategy to drive profitable growth.

  • FNZ has US$2.5 trillion of assets on platform, on behalf of over 30 million end customers.

1 September 2026: FNZ, the global wealth-management platform, has secured US$450 million in new equity funding from its existing long-term institutional shareholders. This investment provides the financial strength to support the continued delivery of FNZ's transformation programme as it executes on its long-term business plan to drive profitability.

The investment comes from some of the world’s most sophisticated investors, including La Caisse, Canada Pension Plan Investment Board (CPP Investments), Generation Investment Management and Motive Partners in support of FNZ’s continued transformation and long-term business plan. This new capital will be used to invest in its technology platform, people, products and capture the significant market opportunity ahead.

In the past year, the Group has continued to strengthen its franchise and sharpen its focus on its core wealth management technology business serving large financial institutions. FNZ has won and extended a number of key client partnerships across its core geographies and introduced FNZ Select, a premium proposition providing clients with enhanced service levels, advanced capabilities and additional platform support.

The Group also agreed a number of significant disposals, including the sale of FNZ Bank in Germany, its Luxembourg-based fund platform, IFSAM, and its core banking software platform in Switzerland. These transactions are helping FNZ direct resources toward its strategic priorities and strengthen execution.

Blythe Masters, Group Chief Executive Officer of FNZ, said:

We continue to make strategic progress, creating a more focused business, driving greater operational discipline and delivering more consistently for our clients. This capital provides the financial strength to continue executing our plan as we harness technology to transform wealth management in partnership with our clients.