UOB Kay Hian and FNZ have joined forces to launch a direct-to-consumer (D2C) platform, making Unit Trust investing simpler and more accessible for retail and private clients in Singapore.
The platform enhances the Unit Trust investment experience through an intuitive client portal, seamless order management, market-leading banking solutions, advanced reporting, and a dedicated client servicing module.
This launch reaffirms UOB Kay Hian and FNZ’s commitment to delivering cutting-edge, accessible investment tools and trading solutions that empower investors.
The partnership further strengthens UOB Kay Hian’s leadership in securities brokerage while reinforcing FNZ’s position as a trusted global wealth management platform, partnering with over 650 global financial institutions.
Singapore, 6 May 2025: UOB Kay Hian, one of Asia’s largest securities brokerage firms, has partnered with FNZ, a global leader in wealth management technology, to launch a new digital platform that is set to transform Unit Trust investing in Singapore.
The innovative platform streamlines the investment journey, providing retail and private clients with a powerful and intuitive digital experience. Through advanced digital capabilities and seamless access via a direct-to-consumer (D2C) channel, investors can now navigate their Unit Trust investments with greater confidence and ease.
The newly launched platform offers a comprehensive suite of Unit Trust investment solutions, including customer servicing, an intuitive client portal, order management, cash management, Central Provident Fund (CPF) administration, and advanced reporting tools. By streamlining operations and enhancing client centricity, UOB Kay Hian simplifies Unit Trust investment, empowering all investors to grow their wealth more effectively.
“Partnering with FNZ has allowed us to develop a Unit Trust Platform that redefines the investment experience by combining innovative digital tools and intuitive investment solutions,” said Oh Whee Mian, Senior Executive Director, UOB Kay Hian.
Our collaboration with FNZ reflects our dedication to pair innovative technology with personalised services by our highly experienced Trading Representatives, to make investing more accessible and rewarding to our clients.
FNZ’s commitment to the Asia-Pacific region is central to this partnership, bringing together its global technology expertise with deep local market knowledge to enhance wealth management solutions in Singapore. The company continues to invest in the region’s financial ecosystem, underscored by the recent appointment of Anthony Habis as Group Head of APAC, reinforcing FNZ’s long-term commitment to delivering transformative solutions for investors across the region.
“This partnership is a testament to FNZ’s dedication to delivering world-class digital wealth management solutions,” said Anthony Habis, Group Head of APAC.
By working closely with UOB Kay Hian, we have developed a platform that simplifies investing and enhances accessibility, ensuring clients enjoy a seamless and high-quality experience.
The launch marks an important milestone in Singapore’s wealth management sector, as UOB Kay Hian and FNZ continue to drive digital transformation, equipping investors with the tools they need to navigate today’s markets with confidence.
UOB Kay Hian, headquartered in Singapore, is one of the region’s most prominent securities brokerage firms. With a strong reputation for excellence and a commitment to innovation, the firm continues to lead the way in delivering cutting-edge investment solutions for its clients.
FNZ has built long-standing, trusted partnerships with many of the region’s leading financial institutions, including Centrepoint Alliance, Colonial First State, Consilium, Jarden, National Australia Bank, Principal Asset Management, and UOB Asset Management. By leveraging FNZ’s technology-driven solutions, these institutions enhance client engagement, improve efficiencies, and drive long-term success.