110 - Adrian Durham, CEO, FNZ, & Rob Heyvaert discuss opening up wealth through the power of technology

Adrian Durham (Founder & CEO of FNZ) and Rob Heyvaert (Founder & Managing Partner of Motive Partners) discuss how FNZ is opening up wealth through the power of technology, empowering customers through innovative products, with an extraordinary growth trajectory. As an introduction, Corey Rainbow, Head of Due Diligence and Value Creation at Motive Partners, and Worth Newman, Vice President Motive Investment Team, offer their insights as to how Motive Partners see the FNZ opportunity. FNZ has secured US$1.4 billion in new equity funding from Canada Pension Plan Investment Board and Motive Partners earlier this year. FNZ, the global wealth management platform has US$1.5 trillion in assets under administration, partners with over 650 financial institutions and 8,000 wealth management firms, enabling over 20 million people across all wealth segments to invest in the things they care the most about, on their own terms. ----- The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results. The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein. This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments. Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities.

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110 - Adrian Durham, CEO, FNZ, & Rob Heyvaert discuss opening up wealth through the power of technology is an episode from The Future of Finance by Motive Partners.

This episode is 34:19 long.

This episode was published on Sep 30, 2022.

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