Leadership Overview
FNZ has 5 executives leading key functions including organizational strategy, market technology, regional operations, trust administration, and group management.
Committed to revolutionizing wealth management through digital innovation, FNZ delivers a comprehensive platform-as-a-service model that empowers financial intermediaries to provide personalized, high-quality investment solutions at a reduced cost.
Committed to revolutionizing wealth management through digital innovation, FNZ delivers a comprehensive platform-as-a-service model that empowers financial intermediaries to provide personalized, high-quality investment solutions at a reduced cost.
Leadership Roles at FNZ
Timothy Neville - Chief Executive Officer (APAC)
Timothy Neville, the Chief Executive Officer (APAC) at FNZ, directs all business operations and strategic growth initiatives across the Asia-Pacific region. Neville oversees the expansion of the platform-as-a-service model to meet the unique demands of regional wealth and investment advisors. By fostering partnerships with local asset managers and trust banks, the Chief Executive Officer (APAC) drives the adoption of digital, personalized financial services. Timothy Neville manages regional teams to ensure the delivery of high-quality, low-cost solutions that align with the company's global standards. This leadership role involves navigating diverse regulatory environments to secure market share. Neville coordinates with the group leadership to implement consistent operational strategies across the APAC territory. Through the cultivation of key client relationships, the Chief Executive Officer (APAC) supports the firm's mission of transforming wealth management. Ultimately, Neville secures the company's competitive advantage within the dynamic Asian financial sector.
Shawn Clark - Chief Operating Officer, FNZ Trust Company
Shawn Clark, the Chief Operating Officer, FNZ Trust Company at FNZ, manages the internal operations and administrative functions of the trust division. Clark ensures the seamless delivery of wealth management services by optimizing the operational processes that support trust banks and companies. By overseeing the integration of digital workflows, the Chief Operating Officer, FNZ Trust Company maintains high-quality standards for all client interactions. Shawn Clark leads initiatives to improve service efficiency and reduce costs for financial intermediaries. This role involves close collaboration with the broader executive team to align trust operations with the company's overarching platform-as-a-service strategy. Clark monitors compliance and operational risk to protect the integrity of the firm's trust services. Through the implementation of scalable processes, the Chief Operating Officer, FNZ Trust Company supports the growth of the business. Ultimately, Clark drives the operational excellence required to serve complex wealth management needs.
Roman Regelman - Group President
Roman Regelman, the Group President at FNZ, oversees the global execution of the company's strategic vision and business development. Regelman drives the expansion of the platform-as-a-service model across international markets, ensuring that asset managers and insurers receive high-quality, personalized digital solutions. By coordinating the efforts of regional leaders and functional heads, the Group President maintains operational alignment with the firm's core mission. Roman Regelman leads the development of new market opportunities to increase the company's footprint in the wealth management sector. This leadership role involves managing relationships with major financial institutions to foster long-term partnerships. Regelman directs the implementation of innovative strategies that reduce costs for intermediaries while enhancing service quality. Through the oversight of global business units, the Group President ensures the firm remains at the forefront of financial technology. Ultimately, Regelman secures the company's position as a global leader in wealth management transformation.
Johan Berntsson - Chief of Staff
Johan Berntsson, the Chief of Staff at FNZ, coordinates high-level strategic initiatives across the global organization. Berntsson aligns internal workflows with the broader mission of transforming wealth management through advanced platform-as-a-service technology. By facilitating communication between executive leadership and departmental heads, the Chief of Staff ensures operational cohesion. Johan Berntsson monitors key performance indicators to drive efficiency within the firm's international infrastructure. This role involves managing complex projects that support the expansion of digital services for wealth and investment advisors. Through rigorous oversight of corporate objectives, the Chief of Staff maintains the focus on delivering high-quality, low-cost financial solutions. Berntsson optimizes resource allocation to support the company's rapid growth in the competitive fintech landscape. Ultimately, the Chief of Staff secures the alignment of daily operations with the long-term vision of the firm.
Gavin Barnett - Chief Technology Officer, Markets
Gavin Barnett, the Chief Technology Officer, Markets at FNZ, architects the technical infrastructure supporting global financial markets. Barnett drives the development of scalable software solutions that enable asset managers and insurers to digitize wealth management services. By overseeing the integration of complex market data into the platform, the Chief Technology Officer, Markets ensures high-quality performance for all financial intermediaries. Gavin Barnett leads engineering teams focused on building robust, secure, and personalized digital tools. This leadership role involves constant innovation to maintain the firm's position as a leader in the platform-as-a-service sector. Barnett manages the technical roadmap to support the evolving needs of trust banks and investment advisors. Through the implementation of cutting-edge technology, the Chief Technology Officer, Markets enhances the efficiency of wealth management services. Ultimately, Barnett delivers the technical foundation necessary for the company's global market impact.
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