FNZ appoints James Dunne as Managing Director, Client Management and Business Development.
James brings extensive international leadership experience from Santander, where he held several senior roles driving growth and digital transformation.
James will help accelerate FNZ’s purpose to open up wealth and help everyone, everywhere invest in their future, on their terms.
6th February 2025, London: FNZ, the leading end-to-end global wealth management platform, is delighted to announce the appointment of James Dunne as Managing Director, Client Management and Business Development.
James is an internationally experienced leader with a consistent track record of driving business growth and delivering digital transformation at both local and global scales across Retail Banking, Wealth Management & Insurance, and Corporate & Commercial Banking.
He has held several senior leadership positions within Santander, including Head of Wealth Management & Insurance in the UK, Global Head of Digital for Santander’s Wealth Management & Insurance Division, and Director of SME Markets across Europe and the US.
James has an impressive track record of leading high-performing teams and leveraging leading technologies to deliver exceptional results.
In his new role at FNZ, James will co-lead the company’s client management function alongside Katrina Sartorius, working closely with FNZ’s existing partners to drive strategic value, strengthen relationships, and enhance FNZ’s ability to support clients across key market segments.
James will report into Alastair Conway, FNZ’s Group Head of UKMEA.
FNZ partners with over 650 financial institutions and 12,000 wealth managers globally, overseeing US$1.5+ trillion in assets under administration (AUA). Over 24 million end customers already benefit from FNZ’s platform, which empowers everyday investors with greater control, increased choice, and the ability to invest in their future, on their terms.
Founded more than 20 years ago, FNZ employs approximately 6,000 people across 30 countries, with the UK representing its largest market. Its clients in the UK include long-standing relationships with industry leaders such as abrdn, Aviva, Barclays, Lloyds Banking Group, Quilter, and Santander.
Alastair Conway, Group Head of UKMEA at FNZ: “We are delighted to welcome James Dunne to FNZ at such an exciting time in our journey. James is highly regarding as a dynamic leader with extensive experience in driving sustainable growth, building high-performing teams, and leveraging leading technologies to transform businesses and develop client relationships.
James Dunne, Managing Director, Client Management and Business Development at FNZ: “I am delighted to join FNZ, a company I have long admired as a trailblazer in wealth management technology. FNZ’s ability to empower everyday savers through innovation and its purpose to open up wealth resonate deeply with me.”
