Tagged: adrian durham

Wealth Management Platform FNZ Introduces Benefits Package to Drive Diversity, Support Employees Globally

FNZ, the global wealth management platform, is pleased to announce the launch of a transformative global family leave benefits package for all employees and new recruits. The new package, “available to all of FNZ’s 6,400 employees worldwide, is a significant step forward for the industry… Read More

FNZ Completes Acquisition of Germany’s Fondsdepot Bank

FNZ, the global wealth management platform, is pleased to announce the acquisition of Fondsdepot Bank, one of the leading independent platforms for trading and custody in Germany. The acquisition represents “a further investment by FNZ in the German market and will bring together the complementary… Read More

Financial Wellness Platform Envestnet Partners with FNZ, a Global Wealth Platform

Envestnet, Inc. (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, announced that it is partnering with FNZ, a global wealth platform, to create “a fully digital, integrated wealth management experience for the U.S. market.” The integration of Envestnet’s and FNZ‘s… Read More

FNZ to Acquire Wealthtech DIAMOS, Will Continue Serving Germany based Clients

FNZ, the global wealth management platform, announced that it has agreed to acquire DIAMOS AG, the specialized Wealthtech provider for the asset and wealth management industry, “to further enhance its global wealth management platform.” The acquisition will “strengthen FNZ’s global client proposition adding advanced product… Read More

Wealth Management Platform FNZ Acquires Swiss Banking Technology Firm New Access

FNZ, the global wealth management platform, has acquired New Access, a specialized private banking technology firm “primarily active in the markets of Switzerland, Liechtenstein and Luxembourg.” These markets are key to “serving and administering client wealth globally and will support FNZ in delivering on its… Read More

Wealth Management Fintech FNZ Secures $1.4B in Capital from CPP Investments, Motive Partners

FNZ, the wealth management platform, has acquired $1.4 billion in new equity funding from Canada Pension Plan Investment Board and Motive Partners, in one of the largest primary equity raises in the wealth management industry. The raise now values FNZ at more than $20 billion… Read More

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