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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Anthony Habis

FNZ, a global wealth management platform, and Centric, the adviser-led investment platform of leading financial advisory firm Findex, today announced the extension of their strategic partnership for a further five years.

The renewed partnership includes a significant program of modernisation to position Centric as a market-leading, adviser-led platform. Delivered jointly by FNZ and Findex, the program will support Centric’s transition to FNZ’s latest market-leading global platform, a scalable and high-performing end-to-end technology solution proven in multiple markets worldwide. This initiative reflects FNZ and Findex’s shared vision to advance adviser-led wealth management in Australia, drawing on FNZ’s global innovation to deliver lasting value for advisers and clients.

The modernisation effort is designed with advisers and their clients at its core. It will deliver a more consistent and innovative platform experience, ensure access to global updates, and bring greater alignment between platform capability and evolving client expectations. The uplift will also strengthen digital-first capability and operational workflows, while setting the foundation for sustained innovation and growth in adviser-led wealth management in Australia.

FNZ will continue to provide end-to-end services to Centric, including execution, clearing and settlement, platform technology, contact centre, administration and custody. This breadth of capability will allow advisers and their clients to access a seamless platform experience across superannuation, retirement and wealth.

As part of this upgrade, advisers are set to benefit from market-leading technology that delivers significant improvements in productivity and efficiency. The FNZ global platform has demonstrated these gains, achieving a 90% improvement in onboarding efficiency. Advisers can be onboarded in just 2.5 minutes, new investors in an average of 4.5 minutes, and personal details can be updated in as little as 30 seconds, giving advisers more time to focus on building client relationships and delivering better outcomes.

Anthony Habis, Group Head of Asia Pacific, Middle East and Africa & Group Chief Commercial Officer, FNZ, said: “Our long-term partnership with Findex reflects our shared vision to make wealth management more accessible, transparent and personalised.”

“Australia is a priority market for FNZ, and by bringing our proven global technology to the Centric platform we are equipping advisers with market-leading technology that enhances their ability to serve clients today and into the future, while demonstrating how innovation in Australia can set the standard for adviser-led wealth management globally.”

Martin Morris, Head of Centric, said: “Centric is an adviser-led platform designed to put advisers and their clients at the centre of everything we do. This program of modernisation represents a decisive step forward, ensuring our advisers have access to the best technology, streamlined workflows and a resilient platform experience.”

“Together with FNZ, we are strengthening our ability to deliver greater value, agility and innovation to clients across Australia.”

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Anthony Habis

CareSuper, an award-winning, profit-to-member national industry super fund, and FNZ, a leading global wealth management platform, have partnered to bring an enhanced Direct Investment Option (DIO) platform to CareSuper’s members.

FNZ’s integrated wealth management platform brings a broad set of operational and technology capabilities, supporting CareSuper’s ambition to increase its presence in a growth market where members want greater choice and a more active role in managing their super. The entire process, including the platform build, testing, and the migration of both assets and data, was delivered through a strong collaborative effort between the two organisations, delivering rapid innovation to the market.

The partnership introduces a unique level of personalisation, catering to individual preferences such as enhanced price alerts, increased flexibility with dividend reinvestment, and more timely allocation and reporting of tax events.

Looking ahead, upcoming developments will include the integration of Morningstar’s award-winning qualitative and quantitative research and insights, further supporting informed investment decisions.

CareSuper’s DIO now leverages FNZ’s deep capability in both the advised and non-advised wealth management sectors, supporting the increasing number of members seeking greater control, flexibility, and choice over how their super is invested, and allowing CareSuper to continually evolve its offering to meet the needs of its members.

FNZ administers more than A$2.6 trillion in client assets, partnering with over 650 of the world’s leading financial institutions, including seven of the largest Industry and Corporate Superannuation Funds in Australia. CareSuper serves more than 575,000 members and manages over A$57 billion in funds under management, with a vision to become Australia’s most trusted partner in retirement confidence. 

Jean-Luc Ambrosi, Chief Member Officer of CareSuper, said: “CareSuper and FNZ set a bold implementation target that required an incredibly close partnership and strong project governance structure. From project commencement, a streamlined one-team approach was adopted, underpinned by FNZ’s proven best-in-class delivery model.

This allowed us to deliver a high-quality outcome for our members, in line with the service standards and experience our members deserve.”

Anthony Habis, Group Head of Asia Pacific, Middle East and Africa, said: “FNZ is incredibly proud to partner with CareSuper to deliver a market-leading solution which allows us to bring greater value to their members. By combining listed security execution with our cutting-edge technology and administration platform, we’re uniquely positioned to deliver unparalleled value and capability to CareSuper members. This collaboration advances our mission to make wealth more accessible, affordable, and personalized through innovative technology.”

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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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Anthony Habis

MA Financial Group, an ASX-listed manager of alternative assets with over $8.4 billion AUM, has announced the appointment of Anthony Habis as Managing Director and Head of Real Estate Partnerships in its Asset Management division.

Mr Habis is a global asset management veteran and joins MA Financial from Bank of New York Mellon, where he was Managing Director and Global Head of Client Coverage Asset Servicing, based in New York, with oversight of the firm’s client franchise across all investor segments. Prior to that, Anthony was BNY Mellon’s Head of Middle East & Africa, based in Dubai, where he led the firm’s growth agenda across several markets and businesses.

Before BNY Mellon, Mr Habis was a Managing Director at Citi’s Institutional Client Group and held several senior roles in the Middle East and Africa including Head of Global Family Office MENA, and Head of Private Bank, Saudi Arabia & UAE.

At MA Financial Mr Habis’ remit will be to further build on the firm’s global institutional investor relationships in the real estate sector, focusing particularly on the Middle East region.

He will commence at MA in mid-June.

Commenting on the appointment the Head of MA Asset Management, Andrew Martin said: “We’re delighted to welcome Anthony to MA Financial. Anthony is a proven leader and brings 26 years of experience in global capital origination and coverage, serving the investment needs of leading global investors. Anthony’s combined experience across the Middle East, Africa, Europe and North America will strengthen our capability and help accelerate our growth plans and ambitions for these important regions.”

“Anthony will work alongside MA’s Head of Institutional Capital, Mike Pyke, and the firm’s investment teams to implement an institutional client strategy and bring the firm’s full suite of alternative asset capabilities to global investors,” said Mr Martin.

“We are particularly excited about Anthony’s deep insights and senior relationships in the Middle East where there is growing appetite to invest in alternative assets and private market investments in Australia and globally, added Mr Martin.

Commenting on his appointment, Mr Habis said, “I am delighted to be joining MA Financial, a firm with a demonstrable track record in partnering with specialist operators to invest in globally aligned growth trends and sectors. There is significant interest in MA’s capabilities in real estate and other alternative asset classes in the region.”

MA Financial Group is a diversified financial services firm specialising in managing alternative assets, lending, corporate advisory and equities, with a strong focus on growth and innovation.

The firm has $8.4 billion in assets under management, as of May 2023. It was established as a joint venture with NYSE-listed Moelis & Company and listed on the Australia Stock Exchange in 2017.  MA Financial employs over 600 people in Australia, China, Hong Kong, Singapore and the US.

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