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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Roman Regelman

FNZ, the global wealth management platform, has today announced the global launch of FNZ Advisor AI, a generative AI solution embedded directly into FNZ’s market leading wealth management platform. The solution will help financial advisors enhance productivity, deliver more personalised advice and serve more clients at scale.

The modern advisor’s context

Today’s financial advisors face growing pressure to meet evolving client expectations, regulatory obligations and business growth targets, all while managing rising operational complexity.

Recent FNZ research found that 73% of wealth management clients expect more personalised services from their advisor in the next two years, while 70% of advisors believe better technology is essential to meeting those expectations.

FNZ Advisor AI addresses these challenges by integrating intelligent automation and AI-driven efficiencies directly into FNZ’s market leading platform, placing powerful capabilities right at an advisor’s fingertips.

Why FNZ Advisor AI will change the game

With more than 650 financial institution partners, over 26 million end investors and close to $2 trillion in assets on platform, FNZ provides access to one of the largest wealth management data sets in the world.

This enables FNZ Advisor AI to support smarter, faster decision-making by generating real-time insights based on client and portfolio data. Advisors can proactively identify opportunities, flag risks and tailor their recommendations across their full book of business, ultimately driving better client outcomes.

Advisor AI also automates the entire client meeting lifecycle. Advisors can now prepare for meetings using personalised insights, access relevant content during client meetings, and use Advisor AI to transcribe and analyse the discussions afterwards. The advanced solution will also highlight key points that require follow-up and guide advisors on the most relevant next conversations to have with each client.

The time spent on repetitive administrative tasks is significantly reduced, freeing up advisors to spend more time with clients and focus on delivering high-quality, personalised advice.

Security at its core

The technology is underpinned by a dedicated AI architecture, FNZ’s robust AI governance framework, and close alignment with regulators to ensure the solution meets the highest industry standards while maintaining trust and security. This is supported by an experienced team running continuous evaluations, testing prompts and outputs to verify performance.

Alongside the advanced capabilities that set Adviser AI apart from generic solutions, robust guardrails are also built in to minimise the risk of AI hallucinations and ensure accuracy.

Roman Regelman, FNZ Group President, said: “We know advisors globally are already experimenting with and relying on generative AI tools, but they are looking for integrated solutions to effectively and safely support them and their clients.”

“FNZ Advisor AI changes the game. Underpinned by rigorous testing, and embedded into our market leading advisor platform, it enables advisors to spend more time with clients and deliver more reliable, faster and more personalized advice at scale. We are already seeing strong interest across our global client base and look forward to full deployment later this year.”

This launch also follows the recent announcement of a global strategic partnership between FNZ and Microsoft, aimed at accelerating digital transformation in the wealth management industry and enhancing FNZ’s AI, automation and cloud capabilities worldwide.

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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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