FNZ, the leading end-to-end global wealth management platform, is delighted to announce the appointment of James Dunne as Managing Director, Client Management and Business Development.
FNZ appoints James Dunne as Managing Director, Client Management and Business James is an internationally experienced leader with a consistent track record of driving business growth and delivering digital transformation at both local and global scales across Retail Banking, Wealth Management & Insurance, and Corporate & Commercial Banking.
He has held several senior leadership positions within Santander, including Head of Wealth Management & Insurance in the UK, Global Head of Digital for Santander’s Wealth Management & Insurance Division, and Director of SME Markets across Europe and the US.
James has an impressive track record of leading high-performing teams and leveraging leading technologies to deliver exceptional results.
In his new role at FNZ, James will lead the company’s client management, working closely with FNZ’s existing partners to drive strategic value, strengthen relationships, and enhance FNZ’s ability to support clients across key market segments.
James will report into Alastair Conway, FNZ’s Group Head of UKMEA.
FNZ partners with over 650 financial institutions and 12,000 wealth managers globally, overseeing US$1.5+ trillion in assets under administration (AUA). Over 24 million end customers already benefit from FNZ’s platform, which empowers everyday investors with greater control, increased choice, and the ability to invest in their future, on their terms.
Founded more than 20 years ago, FNZ employs approximately 6,000 people across 30 countries, with the UK representing its largest market. Its clients in the UK include long-standing relationships with industry leaders such as abrdn, Aviva, Barclays, Lloyds Banking Group, Quilter, and Santander.
Alastair Conway, Group Head of UKMEA at FNZ:
“We are delighted to welcome James Dunne to FNZ at such an exciting time in our journey. James is highly regarding as a dynamic leader with extensive experience in driving sustainable growth, building high-performing teams, and leveraging leading technologies to transform businesses and develop client relationships.
“His leadership and commitment to innovation will help to continue strengthening our client partnerships and delivering exceptional outcomes for the financial institutions and customers we serve.”
James Dunne, Managing Director, Client Management and Business Development at FNZ:
“I am delighted to join FNZ, a company I have long admired as a trailblazer in wealth management technology. FNZ’s ability to empower everyday savers through innovation and its purpose to open up wealth resonate deeply with me.”
“I am excited to work with the talented FNZ team and our partners to deliver even greater value to our clients, unlocking more opportunities as we continue to help shape the future of wealth management.”