41 results about this entity
Period: 17 Jul 2019 - 17 Sep 2025
Company announcement/wealth
FNZ, the global wealth management platform, and AJ Bell, one of the UK’s leading investment platforms, today announced a new 10-year agreement, further strengthening their successful partnership that has been in place since 2009.
17 September 2025
News/wealth
The Children’s ISA (TCI) has completed the mass migration of 126,000 ISA and Junior ISA accounts from Embark to Quai Digital within seven months.
12 September 2025
News/markets
UniCredit is to create 200 new jobs in the next phase of a securities services revamp that calls on BNP Paribas for custody and FNZ for the build of a cloud-based post-trade securities platform.
08 September 2025
Company announcement/ai
FNZ, the global wealth management platform, has today announced the global launch of FNZ Advisor AI, a generative AI solution embedded directly into FNZ’s market leading wealth management platform.
19 August 2025
FNZ, a leading end-to-end wealth management platform has today announced a global, five-year strategic partnership with Microsoft to transform the wealth management industry through technology, innovation and AI-driven digital solutions.
28 July 2025
Raymond James Ltd., the largest independent financial services firm in Canada, today announced a strategic partnership with FNZ, a global wealth management platform provider, to deliver its next-generation wealth management platform.
25 June 2025
Company announcement/people
FNZ, the leading global wealth management platform, has announced two executive committee appointments as part of its continued investment in sustainable growth and long-term client success.
15 May 2025
FNZ, the leading global end-to-end technology platform serving wealth and asset management businesses, today announces it has secured US$500 million in new equity funding.
07 April 2025
FNZ, the leading end-to-end global wealth management platform, is delighted to announce the appointment of James Dunne as Managing Director, Client Management and Business Development.
06 February 2025
FNZ, the global wealth management platform, is delighted to announce the appointment of Enrique Sacau as the new Chief Executive Officer for Europe.
27 June 2024
Virgin Money has launched a digital wealth management platform for retail investors through a joint venture partnership with abrdn.
13 April 2023
Wealth management platform FNZ has made its second acquisition in a week, buying YieldX, a US-based provider of fixed income portfolio management technology, optimisation services and direct indexing tools.
20 January 2023
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