Appointments

• Anthony Habis appointed Group Head of North America, in addition to current role as Group Chief Commercial Officer
• Peter Hiom appointed Group Head of Asia Pacific, in addition to current role as Group Head of Markets
• Alasdair Munro appointed Chief Communications Officer.

Anthony Habis has been appointed Group Head of North America, in addition to his ongoing role as Group Chief Commercial Officer. Anthony’s appointment reflects FNZ’s strong commitment to North America, an important growth region where the firm is seeing increasing demand for its AI-enabled, end-to-end wealth management platform, demonstrated through partnerships with clients including BMO and Raymond James.

His leadership will support FNZ’s next phase of expansion across the United States and Canada, executing on our new business pipeline, strengthening client partnerships and delivery execution, while also bringing greater commercial consistency and discipline across FNZ globally.

Anthony brings more than 25 years of global leadership experience across wealth and asset management, including senior roles at MA Financial Group (Moelis Australia) and BNY Mellon, where he oversaw its client franchise across all investor segments and more than US$46 trillion in assets under administration. Anthony previously led FNZ’s Asia Pacific region.

Peter Hiom has been appointed Group Head of Asia Pacific, in addition to his ongoing role as Group Head of Markets. He will lead strategic direction, client delivery and growth across Asia Pacific, while continuing to lead FNZ’s strategy to provide technology and dealing services across the global capital markets value chain.

Peter brings extensive experience in global capital markets and market infrastructure. Before joining FNZ, he served as Deputy CEO at ASX, leading primary and secondary markets, clearing and settlement, data and technical services. Earlier in his career, he held business development and technology roles at the London International Financial Futures Exchange and the Sydney Futures Exchange.

Alasdair Munro has been appointed Chief Communications Officer, responsible for leading FNZ’s global marketing and corporate communications. He brings over 20 years of experience across PR, communications and marketing, and has been with FNZ since 2010, giving him deep knowledge of the business and the wealth management technology sector. His role also includes strengthening FNZ’s brand strategy to support the company’s growth.

Roman Regelman, Group President at FNZ, commented: “These appointments reflect our focus on building world-class leadership and delivering transformational value to our clients, their advisors and end customers. Anthony’s experience and leadership will help us accelerate momentum in North America while strengthening the commercial discipline that underpins our growth across all regions. Peter’s deep markets and technology expertise will support our continued expansion across Asia Pacific and the global markets value chain. And Alasdair’s experience will ensure we continue to tell FNZ’s story with clarity and impact as we deliver our mission to open up wealth.”

Anthony Habis added: “North America is a key market for FNZ, and I’m excited about what we can deliver next. By helping clients modernize and scale on FNZ’s AI-enabled, end-to-end wealth management platform, we can reduce friction, enable more transparent and digital-first experiences, and deliver on our mission to open up wealth for all.”

Peter Hiom said: “Asia Pacific is a critical region for FNZ and a major growth market for our clients. I’m looking forward to building on our progress in the region while continuing to strengthen FNZ’s Markets capability across the global capital markets value chain.”

Alasdair Munro added: “FNZ’s story is one of scale, innovation and long-term partnership. I’m excited to lead our global marketing and corporate communications as we continue to build trust, support our clients, and deliver on our mission to open up wealth.”

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Ryan Beach has joined FNZ as Group Head of North America, based in Nebraska, reporting to Group President, Roman Regelman. Ryan brings nearly 20 years of executive leadership experience across wealth management, investment platforms and fintech. He was previously CEO of F2 Strategy, and before that, President and COO at Orion, where he played a central role in scaling the business into a nationally recognised wealth technology platform.

Ryan’s appointment underscores FNZ’s strong commitment to North America, a critical growth region where the firm is seeing major demand for its AI-enabled, end-to-end wealth management platform, demonstrated through partnerships with clients such as BMO and Raymond James. His leadership will be pivotal in strengthening partnerships, scaling delivery and capturing the significant opportunities ahead across the U.S. and Canada.

Peter Hiom has joined FNZ as Group Head of Markets, based in London and also reporting to Roman Regelman. Peter brings extensive experience in global capital markets, having served as Deputy CEO at ASX and in senior roles at the Sydney Futures Exchange and the London International Financial Futures Exchange.

In his new role, Peter will lead FNZ Markets, which provides clients with multi-asset listed securities execution, order management systems, post-trade software, and securities clearing and settlement services, alongside foreign exchange and other downstream capabilities. Under his leadership, FNZ will further embed its markets business into the global business, scale its services, and expand innovation to meet growing client demand.

Roman Regelman, Group President at FNZ, commented: “These appointments reflect our focus on building world-class leadership and delivering transformational value to our clients, advisors and end customers. Ryan’s experience and relationships in North America will accelerate our growth in a critical region, while Peter’s deep expertise in markets and technology will help us strengthen and scale FNZ Markets globally. Both leaders bring exceptional track records, and I’m delighted to welcome them to the Executive Committee.”

Ryan Beach, Group Head of North America, said: “I’m thrilled to join FNZ at such an exciting stage. North America represents a tremendous growth opportunity, and I look forward to working with our teams and clients to build on the strong momentum already underway. Together, we can deliver even greater value and open up wealth for more people across the U.S. and Canada.”

Peter Hiom, Group Head of Markets, added: “FNZ Markets is uniquely positioned to transform the market-side infrastructure that underpins wealth management globally. I’m excited to build on the strong foundations already in place and work closely with colleagues and clients to deliver innovative, efficient, and scalable solutions across the capital markets value chain.”

These appointments reinforce FNZ’s mission to transform the global wealth management industry by combining cutting-edge technology, deep market expertise, and a commitment to long-term client success.

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Blythe Masters

FNZ, the global wealth management platform, has announced that it has reached a record milestone of US$2 trillion in Assets on Platform.

This achievement reinforces FNZ’s leadership position in the global wealth industry and highlights its growing role in transforming the way wealth management services are delivered.

It also reflects the accelerating global demand for FNZ’s market-leading, AI-powered, end-to-end technology. Leveraging this has enabled its partners to deliver faster innovation, deeper personalization and significantly lower costs.

Recent growth in Assets on Platform has been underpinned by new client wins, expansion of mandates with existing customers and organic market growth across several major geographies. Over the last five years, Assets on Platform have grown by 406% (38.3% annualised), reflecting the sustained momentum in FNZ’s business globally.

Founded in 2003, FNZ partners with many of the world’s leading banks, insurers and wealth managers to deliver integrated technology, operations and market solutions.

Today, FNZ operates in most of the world’s major markets, serving over 26 million customers, and continues to expand its platform to meet the evolving needs of the industry.

In the UK, FNZ customers also feature strongly in Defaqto’s latest list of the top 10 most recommended adviser platforms, with six of them using FNZ technology, as voted for by UK advisers.

Blythe Masters, Group CEO of FNZ, said:“Surpassing US$2 trillion in Assets on Platform is a powerful demonstration of the strength of our platform, the dedication of our people and the deep, long-term partnerships we have with our clients.”

“We only succeed when our clients succeed, and we remain relentlessly focused on supporting their ambitions, as we use technology to empower advisors and make saving for the future easier for everyone.”

“We are incredibly excited about the future, harnessing our scale, technology and expertise to open up wealth and support our clients in delivering innovative, efficient and personalized wealth management and market services to millions of end investors.”

FNZ works with over 650 financial institutions and more than 12,000 wealth management firms worldwide, including Aberdeen, AJ Bell, Allianz, Aviva, Bank of Montreal, Barclays, BNZ, Colonial First State, Consilium, Lloyds Banking Group, NAB, Nucleus Financial Platforms Group, Quilter, Raymond James, UOB Asset Management and Vanguard.

FNZ is backed by some of the world’s largest institutional shareholders, including La Caisse (formerly CDPQ), Canada Pension Plan Investment Board (CPP Investments), Generation Investment Management and Motive Partners.

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With over 25 years of experience, Anthony has an outstanding track record of leading high-performing wealth and asset management businesses across APAC, North America, and the Middle East. He has held C-suite and senior leadership roles at major financial institutions, including Moelis Australia, Bank of New York, Citibank, and National Australia Bank, where he led multi-billion-dollar investment platforms and spearheaded large-scale go-to-market strategies.

Anthony joins FNZ at a pivotal moment as the company continues to expand its footprint across Asia Pacific, one of the most dynamic and high-value wealth management markets globally. FNZ has built long-standing, trusted partnerships with many of the region’s leading financial institutions, including Centrepoint Alliance, Colonial First State (CFS), Consilium, Jarden, National Australia Bank (NAB), Principal Asset Management and UOB Asset Management. By leveraging FNZ’s technology-driven solutions, these institutions enhance client engagement, improve efficiencies, and drive long-term success.

Under Anthony’s leadership, FNZ will focus on deepening these relationships and continuing to evolve its platform to meet the changing needs of its existing clients, while also supporting the expansion of FNZ’s capabilities across the region.

Anthony will report into Roman Regelman, FNZ Group President.

Roman Regelman, Group President at FNZ: “Asia Pacific is a critical market for FNZ, and Anthony’s leadership will be instrumental in strengthening our presence and deepening our client partnerships across the region. His extensive experience in wealth and asset management, combined with his global perspective and proven ability to drive strategic execution, will help FNZ continue delivering industry-leading solutions. We are excited to welcome him to the team.”

Anthony Habis, Group Head of Asia Pacific at FNZ: “I am delighted to join FNZ at such an exciting time for both the company and the broader APAC wealth management industry. FNZ has built a market-leading platform and has established strong partnerships with many of the region’s leading financial institutions.”

“I look forward to working closely with our existing clients to continue delivering outstanding value, while also helping FNZ expand its capabilities to meet the evolving needs of wealth managers and investors in APAC. The region holds incredible potential, and I am excited to help FNZ further strengthen its leadership here.”

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