FNZ

FNZ (UK) Ltd specializes in providing outsourced services to the financial and wealth management sectors. Founded in 2002 and headquartered in Edinburgh, the firm offers a range of solutions including FNZ One for client and portfolio management, FNZ X-Hub for discretionary portfolio managers, FNZ Clear for risk management in trading, and FNZ TRANSFER for transfer agency and distribution support. FNZ partners with various financial institutions such as asset managers, life insurers, private banks, and retail banks to enhance their wealth management capabilities across direct, intermediated, and workplace channels. The company's technology platform supports the entire wealth management value chain, from client experience and account management to back-office operations, enabling clients to deliver efficient and scalable solutions that adapt to market and regulatory changes. FNZ has a global presence with offices in multiple countries, including Australia, China, Germany, and New Zealand.

Peter Burge

Managing Director - UK

Adrian Durham

Founder and Group CEO

Alexander Leitch

Group Chairman

Blythe Masters

CEO

Enrique Sacau

CEO for Europe

Vivienne Sacco

CFO

12 past transactions

The Hokus Platform

Venture Round in 2022
Developer of a digital wealth tech software designed for private banks. The company's platform offers a range of features that standardize, centralize and simplify the administrative management of life insurance contracts from different providers, enabling its clients to reduce life insurance processing time and other digital life insurance intermediation services in open architecture efficiently.

Bondsmith

Series A in 2022
Developer of treasury platform designed for corporate and institutional clients. The company's platform offers cash management and savings solutions to span savings, payments, accounts and treasury, ensuring its clients manage liquidity, diversify counterparty risk and improve interest income.

Titanbay

Series A in 2022
Titanbay operates a private equity investment platform that aims to democratize access to private equity funds. The platform allows both private and institutional investors to invest in top-tier private equity, distressed debt, and venture capital funds alongside leading investors. By building diversified allocations across various asset classes, Titanbay provides tools for deal flow and portfolio analysis, making it easier for investors to participate without the barriers of large ticket sizes or high fees. This approach enables a broader range of investors to access opportunities in the private equity market and potentially generate returns on their investments.

GIST Impact

Private Equity Round in 2022
GIST Advisory is a knowledge-based advisory company that offers consultancy services to individuals and institutions. The company provides consultancy services to enable governments, corporations, civil society organizations, banks, and financial institutions to discover, measure, value and manage their impacts on natural, social, and human capital. It brings together knowledge across the fields of economics, ecology, environment, finance, and policy. GIST Advisory was founded by Pavan Sukhdev in 2011 and is headquartered in Mumbai, India.

Timeline

Series A in 2022
Timelineapp Tech Limited develops retirement income software designed for financial planners. Founded in 2018 and headquartered in Basildon, United Kingdom, the company focuses on enabling financial professionals to illustrate, create, and manage withdrawal strategies for their clients. By leveraging extensive academic research, historical returns, and mortality data, Timeline assesses the potential effectiveness of various retirement strategies under different market conditions. The software also aids clients in visualizing probable retirement outcomes and evaluating withdrawal strategies from income drawdown portfolios, making it a valuable tool for financial planning in retirement.

Hatch

Acquisition in 2021
Hatch gives Kiwis straightforward and affordable access to the US share markets. Designed to help you succeed, we provide tools, knowledge, and investment opportunities so you can put your money to work.

Bondsmith

Series A in 2021
Developer of treasury platform designed for corporate and institutional clients. The company's platform offers cash management and savings solutions to span savings, payments, accounts and treasury, ensuring its clients manage liquidity, diversify counterparty risk and improve interest income.

Exizent

Venture Round in 2020
Exizent Ltd is a company based in Glasgow, United Kingdom, that specializes in developing applications for managing the bereavement process. Founded in 2018 and formerly known as Excession Ltd before its name change in November 2019, Exizent provides a cloud-based platform that connects data and services utilized by legal services firms, institutions, and executors when someone passes away. The platform streamlines various administrative tasks, including probate management, estate discovery, case management, and the generation of court forms. By integrating these services, Exizent aims to simplify the bereavement journey for all involved, reducing uncertainty and increasing efficiency in what is often a complex and emotionally challenging time.

IPSI

Acquisition in 2020
IPSI provides a full range of technology enabled Third Party Administration (TPA) solutions to European and global Life and Pension providers.

GBST Holdings

Acquisition in 2019
GBST Holdings Limited provides client accounting and securities transaction technology solutions for the finance, banking, and capital market industries worldwide. The company offers GBST Syn~ shares and derivatives platforms to process equities, derivatives, fixed income, and managed funds transactions for capital markets. It also provides GBST Composer platform, which offers end to end funds administration and management software to the wealth management industry; and an integrated system for the administration of wrap platforms, including individual savings accounts, pensions, self-invested personal pension, and superannuation, as well as master trusts, unit trusts, risk and debt, and other investment assets. In addition, the company provides technology hub solutions; data analytics and quantitative services for the measurement of portfolio performance; and Website and mobile platform design and digital agency services. Further, it offers software licenses; maintenance and upgrade services for licensed software; hosting services; chargeable support services; proof of concept services; and development and implementation services, as well as sells third party products. GBST Holdings Limited was founded in 1984 and is based in Brisbane, Australia. As of November 5, 2019, GBST Holdings Limited operates as a subsidiary of FNZ (UK) Ltd.

JHC

Acquisition in 2019
JHC Systems Limited, founded in 1985 and based in Birmingham, United Kingdom, specializes in providing technology solutions and services for the wealth management and investment management sectors. The company, previously known as JHC Platform Service Limited, operates as a subsidiary of FNZ (UK) Ltd. Its core offering, FIGARO, is a comprehensive front-to-back office solution that supports over 60 major financial institutions in the UK and Ireland, managing more than £100 billion in assets and processing over 36,000 trades daily. JHC's expertise extends beyond software, as the company leverages its extensive knowledge of financial markets to offer consultancy and advisory services. This includes redesigning operational processes and enhancing service quality for end customers while ensuring compliance with industry standards. JHC is also an Independent Software Vendor partner of IBM, relying on IBM i for Power Systems hardware and benefiting from technical and marketing support.
European Bank for Financial Services GmbH, established in 2002 and based in Aschheim, Germany, operates as a full-service bank focused on providing custody, financial portfolio management, and deposit services. The bank caters to a diverse clientele that includes financial distributors, insurance companies, banks, asset managers, and capital management firms. By offering brokerage and banking solutions, the bank assists these clients in managing money and assets on behalf of their customers. As a subsidiary of FNZ (UK) Ltd, European Bank for Financial Services emphasizes delivering B2B-specific services aimed at asset accumulation and investment, ensuring that its clients receive comprehensive support tailored to their operational needs.
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