Banking CIO Outlook

FNZ Acquiert New Access, Societe De Software Suisse Specialisee Pour La Banque Privee, Afin De Rendre Plus Accessible Le Monde De La Gestion De Fortune Aux Clients

Banking CIO Outlook | Wednesday, July 20, 2022

• Cette acquisition constitue un nouvel investissement dans un secteur en croissance qui permettra de renforcer la présence de FNZ dans les grands centres financiers internationaux que représentent la Suisse, le Liechtenstein et le Luxembourg.

• Les solutions proposées par New Access, plusieurs fois récompensées, viendront enrichir et compléter la plateforme globale de gestion de fortune de FNZ.

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Le 20 juillet à Genève : FNZ, la plateforme mondiale de gestion de fortune, annonce l’acquisition de New Access, entreprise technologique spécialisée sur le secteur de la banque privée et principalement active en Suisse, au Liechtenstein et au Luxembourg. Ces places sont clés dans l’administration des avoirs des clients au niveau mondial. Disposer d’une présence encore plus forte sur ces pays est cohérent avec la mission de FNZ de rendre plus accessible la gestion de fortune à chacun.

En plus de sa croissance organique et après  l’intégration d’Appway en Suisse en février 2022, l'acquisition de New Access représente un nouvel investissement stratégique de FNZ dans le secteur en pleine croissance de la banque privée et de la gestion de fortune « cross-border ».

Les banques privées sont soumises à une forte pression pour adapter et développer leurs offres auprès de leurs clients et prospects. Elles sont souvent limitées par des systèmes et des technologies obsolètes, des projets de mise en œuvre complexes et de nouvelles exigences réglementaires sans cesse à prendre en compte. FNZ transforme le paysage industriel grâce à une plateforme complète de services de gestion de fortune « end-to-end ». En combinant la technologie, l’infrastructure et les opérations sur une plateforme unique et moderne, FNZ permet aux acteurs de la Banque Privée de fournir rapidement des services personnalisés à leurs clients et de créer des produits innovants.

FNZ gère 1’500 milliards de dollars US d'actifs sur sa plateforme pour plus de 20 millions de clients finaux dans le monde entier. Elle fait bénéficier à ses clients les importantes économies d’échelle qu’elle a su créer.

"Le succès de FNZ a toujours été basé sur la compréhension des besoins de nos clients et sur la mise à disposition de solutions adaptées pour développer leurs activités. Nous sommes heureux que FNZ et New Access s'associent aujourd’hui pour fournir aux banques privées et aux gestionnaires de fortune une plateforme globale, offrant un service inégalé, qui les aidera à réaliser des gains d'efficacité opérationnelle significatifs et à améliorer leur expérience client", a déclaré Adrian Durham, PDG du groupe FNZ.

"Nos deux entreprises ont une vision similaire et basée sur la liberté offerte à chacun de créer de la richesse par le biais d'investissements personnalisés, en accord avec ce qui leur tient à cœur et selon leurs propres conditions. Nous sommes ravis d'accueillir la talentueuse équipe de New Access au sein de FNZ."

Avec ses 20 ans d'expérience et plus de 200 ingénieurs et experts produits, New Access a développé pour plus de 60 banques privées et gestionnaires de fortunes des solutions innovantes et plusieurs fois récompensées.

Vincent Jeunet, PDG de New Access, a déclaré : "Nous sommes heureux et fiers de rejoindre FNZ pour transformer l'industrie et rendre ensemble la gestion de patrimoine plus accessible. Combiner nos solutions et notre expertise avec les ressources, la taille et l'empreinte de FNZ sur le marché mondial de la banque privée est une superbe opportunité pour New Access et pour ses clients."

"Les clients de New Access bénéficieront des investissements et de l’expérience de FNZ dans le secteur de la banque privée. Cela les aidera à réduire la complexité et à générer des gains d'efficacité importants, tout en leur libérant du temps pour qu'ils puissent se concentrer sur leurs propres clients."

Avec plus de 200 employés, la Suisse deviendra pour FNZ un centre de compétence majeur pour développer l’activité sur le segment de la banque privée.

Eric May, Associé Fondateur de BlackFin Capital Partners, a ajouté : "New Access et FNZ sont tous deux des leaders dans leur domaine et en cela, cette association est passionnante. BlackFin a été fier de travailler aux côtés de Vincent et de l'équipe New Access. Ensemble, nous avons fait évoluer l'offre de New Access vers une suite complète de solutions bancaires « core-to-digital » ; nous avons positionné la société comme un choix alternatif aux grands acteurs historiques en Suisse et à l'international pour le secteur de la banque privée et de la gestion de fortune. Nous sommes convaincus que cette équipe et cette combinaison incroyable de solutions aideront les clients à accélérer leur transformation digitale. Nous leur souhaitons donc le meilleur pour la suite."

Aujourd'hui, FNZ est présent dans 21 pays et travaille en partenariat avec plus de 650 institutions financières et plus de 8’000 sociétés de gestion de fortune, offrant à plus de 20 millions de personnes, affluent ou ultra/high-net-worth, la possibilité de créer de la richesse par le biais d'investissements personnalisés, en accord avec ce qui leur tient à cœur et selon leurs propres conditions.

Les termes de l'accord ne sont pas divulgués. Deloitte, FIG Corporate Finance Advisory a agi en tant que conseiller financier exclusif de FNZ, tandis que CMS a agi en tant que conseiller juridique pour soutenir la transaction.

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