Tagged: fnz

Virgin Money Introduces Pension Offering, Enhancing Digital Platform and Extending FNZ Partnership

Virgin Money has announced the launch of a new pension offering, enhancing its digital platform and further extending its partnership with FNZ. The digital investment solution was initially “launched in April 2023, and aimed to make investments more accessible, straightforward and transparent for UK retail… Read More

Wealth Management: FNZ Launches FNZ Yield Plus Notes, a Cash Alternative Solution for Professional Investors

FNZ, the global wealth management platform, has launched FNZ Yield Plus notes to provide professional investors such as corporates, pension funds, banks, insurance companies, asset managers and other institutional investors with a low-risk cash alternative and strengthen its global proposition. FNZ Yield Plus notes offer… Read More

Wealthtech Report: End-to-End, Third-Party Operating Models Deployed by Wealth, Asset Managers Are Transforming the Industry

After a long period of consistent profitability, the wealth and asset management sector is “facing rising costs, shrinking margins, and intensifying consumer demands.” Firms are looking for ways “to accelerate their digital transformations, bring more of what their clients want to the table, and bolster… Read More

Wealth Management Fintech FNZ, Virgin Money to Launch Investment Solution for UK Clients

FNZ, the global wealth management platform, and Virgin Money, the “full service” digital bank serving 6.6 million customers across the UK, are announcing that they have partnered in order “to launch a new digital investment solution for UK retail investors.” The service has been “developed… Read More

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

Wealth Management Platform FNZ Confirms Acquisition of YieldX

FNZ, the global wealth management platform, has confirmed the completion of its acquisition of YieldX, a US-based provider of fixed-income portfolio management technology and optimization services for the wealth management industry. The acquisition “brings together the full-service end-to-end platform of FNZ with YieldX’s market-leading digital… Read More

FNZ to Acquire ifsam, the Luxembourg-based B2B Fund Platform

FNZ, the global wealth management platform, has agreed to acquire International Fund Services & Asset Management SA (ifsam), a Luxembourg-based B2B fund platform. The acquisition, which is “subject to regulatory approval, will strengthen FNZ’s global client proposition for both asset managers and distributors, adding advanced… 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

Wealth Management Firm FNZ Finalizes Sale of Fintech GBST to Anchorage Capital Partners

FNZ, an international wealth management platform, has finalized the sale of financial technology provider GBST to Anchorage Capital Partners, a private equity fund with considerable financial services and systems experience. Anchorage Capital Partners’ investment is primarily focused on GBST’s Wealth Management unit and is dedicated… Read More

Global Platform-As-A-Service Provider FNZ Signs Deal With FinSwitch to Provide Blockchain-Enabled Administration Utility for the South African Fund Management Industry

FNZ, a global platform-as-a-service provider, recently announced it has signed a deal with FinSwitch to provide a new blockchain-enabled administration utility for the South African fund management industry. According to FNZ, the partnership will enable trading, pricing, reconciliations, account opening, transfers, sharing of instrument data,… Read More

SIPP P2P Lending Surges Despite Financial Advisors’ Risk Anxiety; Anticipate Updates from ISA and FCA

Self Invested Personal Pensions (SIPP) assist marketplace lenders such as Ablrate and Ratesetter (the first consumer P2P platform to be available through a SIPP),  in sourcing loans.  Research from Yorkshire Building Society “highlighted a lack of understanding about peer-to-peer investment (P2P) and the potential risks it poses… Read More

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