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FNZ releases new proprietary data on sustainable investing. The percent holdings in ESG-focused funds increases with younger generations. What are the implications for the future? Read “Surfing the sustainable investing wave in rough seas” to find out more.
FNZ is delighted to announce that we have successfully completed the acquisition of YieldX. The acquisition brings together the full-service end-to-end platform of FNZ with YieldX's market-leading digital infrastructure and technology solutions, providing financial institutions, advisors, and their clients with innovative, personalized fixed-income solutions. We’re excited to welcome the YieldX team to FNZ and further accelerate our mission of opening up wealth.
FNZ is delighted to announce that we have agreed to acquire ifsam, a leading Luxembourg-based B2B fund platform. The acquisition further strengthens our global client proposition, increases our fund dealing and custody services and enhances our best-in-class digital capabilities for the global wealth management industry. Together, we will accelerate our mission of opening up wealth, helping everyone invest in their future on their own terms.
FNZ and Bergos are delighted to announce the successful implementation of Bergos’ new core banking solution. Thanks to our close collaboration, the project was completed within eight months and we're thrilled to have supported Bergos in reaching this exciting milestone in their digital transformation journey. We look forward to continuing our partnership together and further accelerating the transformation of the private banking industry.
Watch our interview with Adrian Durham, FNZ Group CEO & Founder, as he shares his insights on the future of the wealth management industry. During the interview, he discusses the crucial role that personalization, transparency and market leading technology plays in re-defining the value chain to better serve the needs of today’s investors.
FNZ Group is delighted to announce that we have agreed to acquire YieldX, a leading provider of fixed income portfolio management, optimization and direct indexing technology for the wealth management industry. The acquisition will help accelerate the personalization of wealth management solutions across the US market for the benefit of all clients. Together, we have a joint vision of opening up wealth by transforming the industry through more transparent, accessible, and personalized technology.
Accelerating the transformation of private banking. In an interview with Finews, Philippe Bongrand, Managing Director, Switzerland and Private Banking at FNZ Group, discusses how FNZ is innovating to stay ahead of the curve by providing personalized solutions and how the company is best placed to support private banks as they adapt to the ever-evolving marketplace. Read the interview.
We're delighted to announce the appointment of Renata Mrazova as our new Group Chief People Officer. Renata brings a wealth of experience and a passion for developing successful long-term people strategies. We're thrilled to have her on board to further support FNZ’s culture for growth and our ambition to open up wealth.
FNZ Group is delighted to confirm the successful acquisition of Fondsdepot Bank GmbH, one of the leading independent platforms for trading and custody in Germany. The acquisition will bring together the complementary strengths of ebase, DIAMOS and Fondsdepot Bank to further revolutionize the wealth management industry in Germany and beyond.
Watch the interview. Much of the financial services industry is working with legacy technology, which leads to challenges in delivering advice. This coincides with an increased demand for personalization. Watch Tom Chard, CEO, North America FNZ, and David Armstrong, Editor in Chief, WealthManagement.com discuss how FNZ Group provides greater access to everyone in the wealth industry, with digital-first, integrated solutions - enabling efficient, personalized and tailored investment advice - through an end-to-end wealth management technology solution.
