Wishing everyone an enjoyable and happy festive season, from FNZ Group! #OpenUpWealth #SeasonsGreetings
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FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 24 million people from all wealth segments to invest in their future.
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FNZ Group’s Katrina Sartorius recently appeared on the Nokkel Talks podcast to discuss the importance of holistic wealth, particularly how technology can help advisors and their clients unlock property’s full potential. To learn more, read the blog: “Property: The Missing Piece in Holistic Wealth?”: https://lnkd.in/eGxGvmVf. To listen to the full Nokkel podcast, check out the link in the comments below.
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We’re excited to share an exclusive interview between FNZ Group’s Head of Europe, Enrique Sacau, and SAVR’s Co-Founder and CEO, Daniel Aarenstrup, discussing the transformative partnership that has powered SAVR’s evolution into a full-service investment platform. FNZ provides SAVR with brokerage, custodial, operational, and technology services to support their retail business, offering direct-to-client solutions in equities, ETFs, and fund trading across 17 markets. This collaboration is a testament to how FNZ is inspiring trust through innovative partnerships that are shaping the future of wealth management. Discover more about this collaboration and how we’re opening up wealth, together. Watch the full interview now! https://lnkd.in/eMFcJ-FJ #FNZ #OpeningUpWealth #SAVR
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This week, FNZ’s Gaël de Crevoisier will take on the World's Toughest Row, solo. An extraordinary challenge: 4,800 kilometers, 1.5 million oar strokes, and over 50 days at sea, from the Canary Islands to Antigua, crossing the Atlantic Ocean. Watch the full film below. To explore more #ExtraordinaryFNZers stories, visit www.fnz.com/extraordinary. #WorldsToughestRow2024
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"By integrating property, one of the most personal and significant assets, we deliver complete financial transparency and a truly holistic approach to wealth planning." In our latest blog, Alastair Conway, FNZ Group's Head of UK, Middle East & Africa, highlights the role of technology in transforming wealth management and unlocking property’s full potential. Read 'Property: The Missing Piece in Holistic Wealth' here: https://lnkd.in/eGxGvmVf. #OpenUpWealth #FNZ #HolisticWealth #FinancialPlanning Alastair Conway, Roland Whyte (ACA), Jim Boyd, Tom McPhail
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Is property the missing piece in wealth management technology? Our latest blog, Property: The Missing Piece in Holistic Wealth, in collaboration with Nokkel, the Equity Release Council, and the lang cat, explores how technology can help advisors and their clients unlock property’s full potential. Find out how technology is transforming property into a strategic asset: https://lnkd.in/eGxGvmVf. #OpenUpWealth #FNZ #HolisticWealth #FinancialPlanning Alastair Conway, Roland Whyte (ACA), Jim Boyd, Tom McPhail
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We’re excited to share insights from our recent conversation between Scott Alman, MD of Consilium and Jeremy Graham, CEO of FNZ Group New Zealand. This discussion highlights the powerful partnership between FNZ and Consilium - a collaboration that’s transforming wealth management in New Zealand. By combining FNZ’s global innovation with local expertise, we’re reshaping the industry to open up wealth and help everyone, everywhere invest in their future, on their terms. Watch the full interview and find out more about the FNZ & Consilium partnership here: https://lnkd.in/g_sAhvFQ #FNZ #Consilium #Partnership #OpenUpWealth #Innovation #WealthManagement
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https://lnkd.in/gehfyimh: We’re excited to share an in-depth interview with our Group President, Roman Regelman, featured in Hubbis. During the interview, Roman discusses FNZ’s purpose to “open up wealth” by empowering wealth managers globally, inspiring trust, driving sustainable growth, and building high-performing teams to deliver better client experiences. Explore Roman’s insights on the future of wealth management, from the interplay of AI and digital transformation to the critical importance of trust and regulatory strength. Read the full interview! #FNZ #OpenUpWealth Michael Stanhope Tim Neville Joanna Tang
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https://lnkd.in/gcq8MYXy: We’re thrilled to announce the launch of IconiQ, a cutting-edge investment platform delivered in partnership with Centrepoint Alliance. Powered by FNZ’s global technology, IconiQ provides advisers and their clients with state-of-the-art digital tools and an intuitive, feature-rich platform. This milestone marks an exciting moment for the Australian market, and we look forward to seeing how IconiQ evolves and shapes the future of financial advice. Congratulations to everyone involved! #FNZ #OpenUpWealth #IconiQ #Partnership #WealthManagement Tim Neville Wayne Lowe Kelvin Washbourn
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FNZ Group recognizes International Day of Persons with Disabilities, reaffirming our commitment to creating a workplace that values, respects, and supports all individuals. With colleagues across 30+ countries, we strive to empower everyone to make an impact. Visit our careers page to discover how you can be part of a team that values inclusion and collaboration - https://lnkd.in/dPEjzdXD #OpenUpWealth #FNZ #InclusionMatters
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