Dec 22, 2024 · FNZ faces a temporary ban from taking on certain new clients in the UK without written consent from the Financial Conduct Authority, according to press reports, signalling a step-change in regulatory oversight of platforms in the jurisdiction.

Dec 10, 2024 · Platform tech giant FNZ has agreed to an FCA new business restriction, Citywire New Model Adviser can reveal. A note on the FCA register shows the platform tech provider must not ‘enter into any agreement with an existing or new client’ of the firm without the prior written consent of the FCA.

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FNZ Group Ltd. (FNZ), a platform-as-a-service provider for the wealth and asset management industry, plans to refinance its capital structure with a new senior secured term loan B (TLB) of $2,100 million along with a $300 million senior secured revolving credit facility (RCF).

FNZ believes everyone can create a better life by saving, investing, and managing their money well. 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.

Nov 18, 2024 · By classifying FNZ as a co-manufacturer, the FCA emphasizes that firms providing platform services are not merely facilitators but active participants in product development.

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Nov 15, 2024 · FNZ has been classed as a co-manufacturer by the FCA, Citywire New Model Adviser has learned. The new status means more regulatory responsibilities will now sit with FNZ rather than just the adviser platforms that use its technology and services.

May 24, 2024 · Platform tech giant FNZ has been told to carry out a section 166 review by the FCA, several sources have told Citywire New Model Adviser. The business has appointed accountancy firm Grant Thornton to carry out the review of parts of its UK business. It’s understood the review is now under way.

We are governed by a board and executive committee that brings together a wealth of knowledge and experience from across the global financial industry. Click on the names below for more information on each team member and the expertise they bring to FNZ.