UK Wealth Management Platform FNZ Raised $650 Million in New Funding from Institutional Shareholders, Founded in 2003 in New Zealand by Adrian Durham as Credit Suisse Investment Bank Business Unit (First NZ Capital Group), Management Buyout in 2009 for NZD 34 Million Backed by Private Equity Firm H.I.G. Capital, Investors Include La Caisse, Generation Investment Management, Canada Pension Plan Investment Board (CPP Investments), Motive Partners, Aberdeen Group, Aviva, FirstCape, Ninety One & Nucleus Financial Platforms
15th November | Hong Kong
UK wealth management platform FNZ has raised $650 million in new funding from institutional shareholders. FNZ was founded in 2003 in New Zealand by Adrian Durham as Credit Suisse investment bank business unit (First NZ Capital Group), with a subsequent management buyout in 2009 for NZD 34 million backed by private equity firm H.I.G. Capital. FNZ investors include La Caisse, Generation Investment Management, Canada Pension Plan Investment Board (CPP Investments), Motive Partners, Aberdeen Group, Aviva, FirstCape, Ninety One & Nucleus Financial Platforms. Announcement (12/11/25): “FNZ, the global wealth-management platform, has secured US$650 million in new equity funding from its institutional shareholders. This provides further financial strength to support its long-term business plan and its commitment to delivering enhanced outcomes for clients worldwide. The investment comes from some of the world’s most sophisticated investors, including La Caisse, Generation Investment Management, Canada Pension Plan Investment Board (CPP Investments) and Motive Partners, and will be joined by some of FNZ’s most prominent clients worldwide, including Aberdeen Group PLC, Aviva PLC, FirstCape, Ninety One and Nucleus Financial Platforms. This reflects the continued support for FNZ’s long-term strategy, leadership team and the significant role its technology is playing in modernizing the wealth management industry. This new capital supports FNZ’s credit ratings and enables the company to deliver on its strategy to drive sustainable growth by investing in its technology, people and products, and delivering for its clients. This year, FNZ has won new mandates and renewed existing partnerships with blue-chip financial institutions across North America, Europe, Asia Pacific and Africa. The company has entered a strategic partnership with Microsoft and launched major products based on its proprietary AI to enhance the productivity of client financial advisors. Last month, FNZ also announced the conclusion of the Section 166 review and associated Voluntary Requirement (VREQ) in the UK. This followed the company’s strengthening of its governance, delivery, risk management and operational frameworks.”
“ UK Wealth Management Platform FNZ Raised $650 Million in New Funding from Institutional Shareholders, Founded in 2003 in New Zealand by Adrian Durham as Credit Suisse Investment Bank Business Unit (First NZ Capital Group), Management Buyout in 2009 for NZD 34 Million Backed by Private Equity Firm H.I.G. Capital, Investors Include La Caisse, Generation Investment Management, Canada Pension Plan Investment Board (CPP Investments), Motive Partners, Aberdeen Group, Aviva, FirstCape, Ninety One & Nucleus Financial Platforms “
![](https://www.caproasia.com/wp-content/uploads/2025/08/Air-Charter-Service-728x90-1.png")
Blythe Masters, Chief Executive Officer of FNZ: “Over the past year we have created the conditions for FNZ’s long-term success: putting client delivery at the core of our plans, instilling operational discipline, and driving profitable growth. The opportunity ahead is huge and this capital allows us to grasp it with both hands.”
FNZ – FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. 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. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$2+ trillion in assets on platform. Together with our customers, we help over 26 million people from all wealth segments to invest in their future.
UK Wealth Management Platform FNZ Raised $650 Million in New Funding from Institutional Shareholders, Founded in 2003 in New Zealand by Adrian Durham as Credit Suisse Investment Bank Business Unit (First NZ Capital Group), Management Buyout in 2009 for NZD 34 Million Backed by Private Equity Firm H.I.G. Capital, Investors Include La Caisse, Generation Investment Management, Canada Pension Plan Investment Board (CPP Investments), Motive Partners, Aberdeen Group, Aviva, FirstCape, Ninety One & Nucleus Financial Platforms
Caproasia Users
- Manage $20 million to $30 billion of assets
- Invest $3 million to $300 million
- Advise institutions, billionaires, UHNWs & HNWs
Caproasia Platforms | 11,000 Investors & Advisors
- Caproasia.com
- Caproasia Access
- Caproasia Events
- The Financial Centre | Find Services
- Membership
- Family Office Circle
- Professional Investor Circle
- Investor Relations Network
Monthly Roundtable & Networking
Family Office Programs
The 2026 Investment Day
- March - Hong Kong
- March - Singapore
- April - Hong Kong
- April - Singapore
- July - Hong Kong
- July - Singapore
- Sept- Hong Kong
- Sept - Singapore
- Oct- Hong Kong
- Nov - Singapore
- Visit: The Investment Day | Register: Click here
Caproasia Summits
- The Institutional Investor Summit
- The Investment / Alternatives Summit
- The Private Wealth Summit
- The Family Office Summit
- The CEO & Entrepreneur Summit
- The Capital Markets Summit
- The ESG / Sustainable Investment Summit
