FNZ (company)
FNZ is a global financial services company that provides investment platforms to major financial institutions and wealth management firms. As of May 2024, FNZ manages over US$1.5 trillion in assets. FNZ's technology platform provides services such as investment front office, tax wrappers and investment back office, operating under a platform as a service delivery model. They partner with over 650 financial institutions, 12,000 wealth managers, and administer assets for over 24 million end investors. They hold offices in 30+ global locations. History FNZ was founded in 2003 by its former Group CEO, Adrian Durham. It began as a business unit within the New Zealand branch of investment bank Credit Suisse. This was followed by the expansion of operations to the UK in 2005, and a management buyout of the First NZ Capital Group (formerly Credit Suisse) in January 2009 for a price of , backed by private equity firm H.I.G. Capital. In 2012, global growth equity firm General Atl ... [...More Info...]       [...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]   |
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Blythe Masters
Blythe Masters (born 22 March 1969) is a British Private Equity executive and former financial services and fintech executive. She is a former executive at JPMorgan Chase, where she was widely credited as the creator of the credit default swap as a financial instrument. She is founding partner of FinTech private equity firm, Motive Partners, CEO of Motive Capital Corp, an Advisory Board Member of the US Chamber of Digital Commerce, a Board Member of GCM Grosvenor, Forge Global, CAIS Group, and Credit Suisse Group. Biography Education Born in Oxford, Masters was raised in the south-east of England. She attended The King's School in Canterbury. She graduated in 1991 from Trinity College, Cambridge with a B.A. in economics. Professional career JP Morgan Chase Masters joined the bank JP Morgan Chase in 1991 after completing a number of internships there while still a student dating back to 1987. Responsible for credit derivative products at J.P. Morgan, Masters became a mana ... [...More Info...]       [...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]   |
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Irish Life
Irish Life Assurance plc, commonly known as Irish Life, is an Irish life assurance and pensions company. Irish Life has been part of the Great-West Lifeco group of companies since 2013, when the Irish Government sold the business. Prior to 2012, Irish Life was part of Permanent TSB. History The Irish Life assurance company was created in 1939 with state assistance and concentrated on life assurance and investment products. By 1936, as a result of the Great Depression, many life assurance companies were technically insolvent. The four which merged to form Irish Life (and their dates of incorporation) were the City of Dublin Assurance (1925); Irish Life and General Assurance (1923); Irish National Assurance (1919); and Munster and Leinster Assurance (1929). Later, some British companies shed their Irish operations and merged them into this new company. These were Prudential Assurance, Britannic Assurance, Liverpool Victoria, Pearl Assurance, and Refuge Assurance Company. Th ... [...More Info...]       [...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]   |
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Envestnet
Envestnet, Inc. is an American financial technology corporation which develops and distributes wealth management technology and products to financial advisors and institutions. Their flagship product is an advisory platform that integrates the services and software used by financial advisors in wealth management. Envestnet received controversy in 2020 when it was sued in a class action for its collection of consumer financial data. The company filed a motion to dismiss in November of 2020, which was partially granted but partially denied by the court. History Envestnet was founded by Jud Bergman in 1999, with Bill Crager as co-founder. The company's initial public offering of stock filed on the NYSE and went public on 28 July 2010. It priced at $9; at the bottom of the range of $9–$10. The major underwriters were Morgan Stanley, UBS AG, and Barclays. The company raised $63M by selling 7 million shares. In 2012, Envestnet purchased Tamarac for $54 million. In August 2015 ... [...More Info...]       [...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]   |
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Colonial First State
Colonial First State (CFS), is an Australian wealth management group that provides investment, superannuation and retirement products to individuals and corporate and superannuation fund investors. History The company was established in 1988 when the State Bank of New South Wales created First State Fund Management as a subsidiary. In 1994, Colonial Mutual acquired the State Bank of New South Wales from the NSW Government, and on 23 September 1996 the merged entity was rebranded as Colonial State Bank, with First State Fund Management being branded as "Colonial First State" (CFS). CFS demutualised in 1997 and in 2000, it was acquired by the Commonwealth Bank, with the Colonial State Bank division being merged into the Commonwealth Bank. In May 2020, owner Commonwealth Bank announced that, subject to gaining approval from the Australian Prudential Regulation Authority and Foreign Investment Review Board The Australian Foreign Investment Review Board (FIRB), "examines propos ... [...More Info...]       [...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]   |
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BNP Paribas
BNP Paribas is a French international banking group, founded in 2000 from the merger between Banque Nationale de Paris (BNP, "National Bank of Paris") and Paribas, formerly known as the Banque de Paris et des Pays-Bas. The full name of the group's parent entity is BNP Paribas S.A. With 190,000 employees as of February 2021, the bank is organized into three major business areas: Commercial, Personal Banking & Services (CPBS), Investment & Protection Services (IPS) and Corporate & Institutional Banking (CIB). The group is listed on the first market of Euronext Paris and a component of the Euro Stoxx 50 stock market index, while it also included in the French CAC 40 index. BNP Paribas is the largest banking group in Europe, after HSBC, and ninth largest Banking group in the world, essentially a bulge bracket. It became one of the five largest banks in the world following the 2008 financial crisis. Despite some legal difficulties in 2014, including being fined the largest ever ... [...More Info...]       [...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]   |
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Bank Of Montreal
The Bank of Montreal (BMO; french: Banque de Montréal, link=no) is a Canadian multinational investment bank and financial services company. The bank was founded in Montreal, Quebec, in 1817 as Montreal Bank; while its head office remains in Montreal, the operational headquarters and executive offices have been located in Toronto, Ontario since 1977. One of the Big Five banks in Canada, it is the fourth-largest bank in Canada by market capitalization and assets, and one of the eight largest banks in North America and the top 50 in the world. It is commonly known by its ticker symbol BMO (pronounced ), on both the Toronto Stock Exchange and the New York Stock Exchange. In October 2021, it had CA$634 billion in assets under administration (AUA). The Bank of Montreal swift code is BOFMCAM2 and the institution number is 001. On 23 June 1817, John Richardson and eight merchants signed the Articles of Association to establish the Montreal Bank in a rented house in Montreal, Quebe ... [...More Info...]       [...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]   |
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Barclays
Barclays () is a British multinational universal bank, headquartered in London, England. Barclays operates as two divisions, Barclays UK and Barclays International, supported by a service company, Barclays Execution Services. Barclays traces its origins to the goldsmith banking business established in the City of London in 1690. James Barclay became a partner in the business in 1736. In 1896, twelve banks in London and the English provinces, including Goslings Bank, Backhouse's Bank and Gurney, Peckover and Company, united as a joint-stock bank under the name Barclays and Co. Over the following decades, Barclays expanded to become a nationwide bank. In 1967, Barclays deployed the world's first cash dispenser. Barclays has made numerous corporate acquisitions, including of London, Provincial and South Western Bank in 1918, British Linen Bank in 1919, Mercantile Credit in 1975, the Woolwich in 2000 and the North American operations of Lehman Brothers in 2008. Barclays ha ... [...More Info...]       [...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]   |
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Bank Of New Zealand
Bank of New Zealand (BNZ) is one of New Zealand's big four banks and has been operating in the country since the first office was opened in Auckland in October 1861 followed shortly after by the first branch in Dunedin in December 1861. The bank operates a variety of financial services covering retail, business and institutional banking and employs over 5,000 people in New Zealand. In 1992 the bank was purchased by the National Australia Bank and has since then operated as a subsidiary, but it retains local governance with a New Zealand board of directors. As of June 2022, BNZ is the second largest bank operating in New Zealand, with a market share of 19.1%. History * 1861: The Bank of New Zealand formed as a private company and incorporated by The New Zealand Bank Act 1861 creating the company and authorising it to issue banknotes. First branch in New Zealand opened in Queen Street in Auckland and a Dunedin branch is opened shortly afterward. * 1862: Wellington, Christchu ... [...More Info...]       [...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]   |
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Aviva
Aviva plc is a British multinational insurance company headquartered in London, England. It has about 18 million customers across its core markets of the United Kingdom, Ireland and Canada. In the United Kingdom, Aviva is the largest general insurer and a leading life and pensions provider. Aviva is also the second largest general insurer in Canada. Aviva also has a focus on the growth markets of China and South East Asia through investments and joint ventures with other firms. Aviva has a primary listing on the London Stock Exchange, and is a constituent of the FTSE 100 Index. Name The name of the company upon its formation in May 2000 was CGNU plc and was created when Norwich Union merged with insurer CGU. In April 2002, the company's shareholders voted to change the company name to Aviva plc, an invented palindrome word derived from "viva", the Latin for 'alive' and designed to be short, memorable and work worldwide. The Norwich Union brand, however, was retained for th ... [...More Info...]       [...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]   |
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ANZ Bank New Zealand
ANZ Bank New Zealand Limited (commonly referred to as ANZ) is a New Zealand banking and financial services company, which operates as a subsidiary of Australia and New Zealand Banking Group Limited of Australia. ANZ is one of New Zealand's big four banks, and is the largest bank in New Zealand with approximately 30% of market share as of March 2021. Australia and New Zealand Banking Group bought the National Bank of New Zealand from Lloyds Bank in 2003. The banks operated as separate brands until 2012, when they were unified under the ANZ brand. The company was renamed ANZ Bank New Zealand in 2012, following the withdrawal of the National Bank brand. ANZ provides a number of financial services, including banking services, asset finance, investments and payment services. History 19th century In 1840, Union Bank of Australia (UBA), a British bank with head office in London, agreed with the New Zealand Company to accompany settlers to New Zealand to provide them with banking serv ... [...More Info...]       [...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]   |
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AMP Limited
AMP is a financial services company in Australia and New Zealand providing superannuation and investment products, financial advice, and banking products (through AMP Banking) including home loans and savings accounts. Its headquarters is in Sydney, Australia. The Australian Mutual Provident Society was formed in 1849 as a non-profit life insurance company and mutual society. In 1998, it was demutualised into an Australian public company, AMP Limited, and listed on the Australian and New Zealand stock exchanges. AMP has one of Australia's largest shareholder registers, with most shareholders living in Australia and New Zealand. This is because when the society demutualised, all policy holders received shares in the new company. In 2003, the company demerged its UK operations, creating the Henderson Group. On 20 April 2018, Craig Meller resigned as CEO after it was revealed in the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services I ... [...More Info...]       [...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]   |
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Allianz
Allianz ( , ) is a German multinational financial services company headquartered in Munich, Germany. Its core businesses are insurance and asset management. The company is one of the world's largest insurers and financial services groups. The company is a component of the Euro Stoxx 50 stock market index. Its asset management division, which consists of PIMCO, Allianz Global Investors and Allianz Real Estate, has €2,432 billion of assets under management (AuM), of which €1,775 billion are third-party assets (Q1 2021). Allianz sold Dresdner Bank to Commerzbank in November 2008. History Foundation ''Allianz AG'' was founded in Berlin on 5 February 1890 by then-director of the ''Munich Reinsurance Company'' Carl von Thieme (a native of Erfurt, whose father was the director of the insurance company ''Thuringia'') and Wilhelm von Finck (co-owner of the ''Merck Finck & Co. Bank''). The joint company was listed in Berlin's trade register under the name '' ... [...More Info...]       [...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]   |