Additional Articles
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Article
Investor self-determination is rising rapidly: Is digital advice the way to go?
By the time a client talks to an advisor, they have already narrowed down their investment ideas.
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Investor Lifestyles
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Article
Providing investor choice means delivering a wider scope of products – at less cost. But how?
Wealth managers need to respond to the increasing complexity.
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Investor Lifestyles
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Article
Reconnecting private bankers with their clients
Getting private bankers back into business
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Industry Landscape
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Article
As the industry reshuffles, can wealth managers be all things to all people?
Asset service and administrative fees are coming under pressure
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Investor Lifestyles
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Press Release
FNZ completes acquisition of wealthtech provider DIAMOS
FNZ has completed the acquisition of DIAMOS, following the announcement made in September
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Article
Driving a More Sustainable Future
Dr. Vian Sharif and David Armstrong discuss sustainable investing on Wealthmanagement.com
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Sustainable Investing
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Press Release
Envestnet and FNZ partner to launch seamless, end-to-end digital solution in the U.S. also to integrate and distribute Envestnet's wealth data platform internationally
Front-to-back digital automation integrates Envestnet Portal and Analytics with FNZ's modern, tech-centric platform to better…
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Press Release
The Spartans Football Club and FNZ Extend Partnership for Women’s and Girl’s Football
FNZ extends its sponsorship of Spartans Women’s Football Club and Girl’s Football Academy during the Scottish Women and Girls in…
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Press Release
FNZ invests in The Hokus Platform to strengthen life insurance offering and accelerate expansion across France and Luxembourg
The Hokus Platform which will be fully integrated into the FNZ platform, offers a range of digital solutions that allows wealth…
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Press Release
FNZ Impact Aite-Novarica Report & Award
Report and video on sustainable investing solutions
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Sustainable Investing
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Innovation
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Press Release
Aviva wins Aite-Novarica Group Impact Award for ESG Profiler
ESG Profiler wins Impact Award for Digital Reporting 2022.
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Press Release
FNZ to acquire specialist wealthtech provider DIAMOS to continue to open up wealth in Germany
The acquisition will strengthen FNZ’s global client proposition adding advanced product and service solutions to its existing…
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Press Release
FNZ invests in proptech Nokkel to provide visibility over property assets
The investment forms part of a wider partnership that sees Nokkel’s market leading solutions integrated into FNZ’s global wealth…
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Press Release
FNZ accelerates North American growth and makes investment in new Boston office
FNZ accelerates its North American growth strategy as demand increases across the United States and Canada.
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Press Release
BNP Paribas Securities Services selected by FNZ for global custody, trade execution and settlement services
BNP Paribas Securities Services has been mandated by global wealth management platform FNZ to provide global custody, asset…
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Press Release
GVC Gaesco, key partner of FNZ global wealth management platform in Spain
The partnership with the global wealth platform company is part of the global digital transformation strategy being developed by…
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Press Release
FNZ acquires Swiss private banking technology company New Access to open up wealth together
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in…
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Press Release
Aviva and FNZ announce joint ambitions in sustainable investing
FNZ and Aviva confirm ESG Profiler developments
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Press Release
FNZ leads Series-A investment in fintech start up Bondsmith, making active cash management more accessible to more people
FNZ, the leading global wealth management platform, has led a Series-A investment in Bondsmith, the fintech providing innovative…
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Article
Why best-of-breed tech may not be best for business
Reflections on discussions at Private Banking & Wealth Management Switzerland
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Innovation
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