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FNZ and AJ Bell Extend Long-Term Partnership with New 10-Year Agreement
FNZ, the global wealth management platform, and AJ Bell, one of the UK’s leading investment platforms, today announced a new 10-year agreement, further strengthening their successful partnership that has been in place since 2009.
The new agreement will see FNZ continue to provide the core technology that supports AJ Bell’s dual-channel platform, one of the fastest growing businesses in the UK platform market, supporting advised and direct-to-consumer (D2C) customers.
FNZ’s technology underpins key operational services across AJ Bell’s platform business, including market connectivity, trading, settlement, custody, and books and records. With over £96 billion of assets under administration (as at 30 June 2025), the platform’s continued partnership with FNZ will support advisers and customers to manage portfolios quickly and easily through AJ Bell’s low-cost investment accounts.
The long-term extension highlights the strength of the partnership, built on scale, flexibility, and reliability to support future growth, continuous innovation, and excellent outcomes for customers and advisers.
AJ Bell chief technology officer, Mo Tagari, said: “FNZ has been a key technology partner for many years, supporting the development of both our advised and D2C propositions. This long-term partnership reflects the strength of our relationship and supports AJ Bell’s continued growth strategy, with our easy-to-use, low-cost platform providing advisers and customers with a simple and straightforward way to manage investments.”
Alastair Conway, Group Head of FNZ UK, said: “We’re proud to continue our long-standing relationship with AJ Bell. This new 10-year agreement shows the trust and shared ambition between our businesses. We’re excited to keep supporting AJ Bell’s growth through our digital technology and to help deliver great outcomes for their customers. This collaboration is a continuation of our shared mission to open up wealth and make investing accessible and transparent for more people.”
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The Rise of Private Credit and the Need for Flexible Loan Servicing
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