Banking CIO Outlook

FNZ Erwirbt Das Schweizer Private-Banking-Technologieunternehmen New Access SA, Um Die Mission, Vermogensaufbau Fur Jeden Zu Ermoglichen, Weiter Fortzusetzen

Banking CIO Outlook | Tuesday, July 19, 2022

○ Die Übernahme stellt eine weitere Investition von FNZ in den wachsenden Private-Banking-Sektor dar und wird die Präsenz in den grenzüberschreitenden Vermögenszentren der Schweiz, Liechtenstein und Luxemburg erhöhen.

○ Die preisgekrönten digitalen Private-Banking-Lösungen und das talentierte Team von New Access werden die Full-Service-End-to-End-Vermögensverwaltungsplattform von FNZ weiter verbessern.

Genf: FNZ, die globale Vermögensmangementplattform, übernimmt New Access SA, ein spezialisiertes Private-Banking-Technologieunternehmen, das in den Märkten Schweiz, Liechtenstein, Luxemburg tätig ist. Diese Märkte sind für die Betreuung und Verwaltung von Kundenvermögen weltweit von zentraler Bedeutung und damit auch für das Versprechen von FNZ, Vermögensaufbau für jeden zu ermöglichen und den globalen Markt mit einem Volumen von 240 Billionen US-Dollar zu bedienen.

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Die strategische Übernahme von New Access stellt eine weitere Investition von FNZ in den wachsenden Private-Banking- und internationalen Vermögensmanagementsektor dar. Zuvor konnte FNZ bereits eine Reihe von Kunden gewinnen und hat im Februar 2022 den Schweizer Tech-Innovator Appway übernommen.

Privatbanken stehen unter erheblichem Druck, ihre Angebote für bestehende und neue Kunden anzupassen und zu skalieren, werden jedoch häufig durch veraltete Technologien, komplexe Bereitstellungsmodelle und neue regulatorische Anforderungen limitiert. FNZ verändert die Industrie mit seiner umfassenden End-to-End-Vermögensmanagementplattform. Durch die Kombination von Spitzentechnologie, Infrastruktur und Investment Operations in einer einzigen, hochmodernen Plattform ermöglicht FNZ Finanzdienstleistern die schnelle Bereitstellung von personalisierten Dienstleistungen und innovativen Investmentprodukten.

Heute verwaltet FNZ auf seiner Plattform ein Kundenvermögen von mehr als 1,5 Billionen US-Dollar für über 20 Millionen Kunden weltweit und hat erhebliche Skaleneffizienzen geschaffen, die direkt an die Kunden weitergegeben werden.

Der Erfolg von FNZ basiert seit jeher darauf, die Bedürfnisse unserer Kunden zu verstehen und ihnen die Lösungen zu bieten, die sie für ihr Wachstum benötigen. Wir freuen uns, dass FNZ und New Access zusammenarbeiten, um Privatbanken und Vermögensverwaltern eine überlegende End-to-End-Vermögensmanagementplattform mit umfassendem Service zu bieten, die ihnen helfen wird, die Effizienz im Betrieb zu steigern und das Kundenerlebnis zu verbessern“, sagt Adrian Durham, CEO der FNZ Group.

„Unsere beiden Unternehmen haben die gemeinsame Vision, Vermögensaufbau für jeden zu ermöglichen und alle Menschen in die Lage zu versetzen, durch Geldanlagen zu ihren Wünschen und Bedingungen Vermögen aufzubauen. Wir freuen uns, das talentierte Team von New Access bei FNZ begrüßen zu dürfen.“

Mit seiner 20-jährigen Erfolgsgeschichte und mehr als 200 Entwicklern und Produktexperten hat New Access erfolgreich innovative und preisgekrönte Lösungen für mehr als 60 Privatbanken und Vermögensverwaltungsgesellschaften entwickelt.

Vincent Jeunet, CEO von New Access, sagt: „Wir freuen uns, mit FNZ zusammenzuarbeiten, um die Branche zu verändern und Vermögensaufbau für jeden zu ermöglichen. Die Kombination unserer Lösungen und unseres Know-hows mit der globalen Leistungsfähigkeit, der Größe und der Präsenz von FNZ auf dem globalen Private-Banking-Markt ist eine große Chance für New Access und unsere Kunden.“

Die Kunden von New Access werden von den signifikanten Investitionen von FNZ sowie dem breiten Erfahrungsschatz im Private-Banking-Sektor profitieren, die ihnen helfen werden, Komplexität zu reduzieren und erhebliche Effizienzsteigerungen zu erzielen, während sie sich auf ihre Kunden konzentrieren können.

Mit mehr als 200 lokalen FNZ-Mitarbeitern wird die Schweiz zu einem wichtigen Kompetenzzentrum im Private Banking, von dem aus die weitere Expansion in diesem Bereich vorangetrieben wird.

Eric May, Founding Partner von BlackFin Capital Partners, fügt hinzu: „Sowohl New Access als auch FNZ sind führend in ihren Bereichen, und dies ist eine spannende Partnerschaft. BlackFin war stolz darauf, mit Vincent und dem Team von New Access zusammenzuarbeiten. Gemeinsam haben wir das Angebot von New Access zu einer vollständigen Core-to-Digital-Banking-Suite ausgebaut und das Unternehmen als Alternative zu den großen etablierten Anbietern im Private Banking und in der Vermögensverwaltung in der Schweiz und im Ausland positioniert. Wir sind überzeugt, dass das starke Team und die konkurrenzlosen Lösungen den Kunden helfen werden, ihre digitale Transformation zu beschleunigen. Wir wünschen ihnen alles Gute für den nächsten Schritt.“

FNZ ist heute in 21 Ländern tätig und arbeitet mit über 650 Finanzinstituten und mehr als 8.000 Vermögensverwaltern zusammen. Damit wird es mehr als 20 Millionen

Menschen ermöglicht, über alle Einkommens- und Vermögensschichten hinweg, gemäß ihren Präferenzen, aber auch zu ihren Bedingungen, Wohlstand zu schaffen.

Der Kaufpreis und die Details der Vereinbarung werden nicht bekannt gegeben. Deloitte, FIG Corporate Finance Advisory fungierte als exklusiver Financial Advisor von FNZ, während CMS als Rechtsberater bei der Transaktion mandatiert war.

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