FNZ names David Moss as Group Chief Product Officer

Global wealth management platform FNZ has appointed David Moss as its new Group Chief Product Officer. 

Based in New York City, David takes on responsibility for steering the firm’s global product vision and accelerating the delivery of modular solutions across the wealth management sector.

The move comes as FNZ experiences growing demand for its AI-enabled, end-to-end infrastructure in the US and Canada. 

The company provides an advanced, end-to-end wealth management platform that seamlessly integrates modern technology, business operations and investment infrastructure. 

FNZ's scalable, digital-first platform offers specialised advisor tools, asset management distribution, trade and post-trade services and securities services.

In his new role, David joins the firm’s executive committee and reports directly to Roman Regelman, Group President of FNZ.

Targeting North American wealthtech expansion

The North American wealth management sector is increasingly turning to advanced fintech architecture to replace legacy infrastructure. 

FNZ’s end-to-end platform integrates technology with business and investment operations, allowing financial institutions to upgrade their systems using modular components rather than undergoing total overhauls.

"David's appointment marks an important step in the evolution of FNZ's product strategy and reflects our ambition in the US," says Roman Regelman, Group President of FNZ. 

“David brings deep financial services experience, proven product and strategy leadership, and a strong understanding of the challenges facing complex financial institutions.

"His leadership will be critical as we continue to build our global presence and deliver the next generation of modular, technology-led solutions for our clients.”

Deep institutional expertise

Moss brings more than two decades of financial services experience to the role, spanning wealth services, asset management, securities services and capital markets. 

He joins FNZ from BNY, where he held senior leadership roles across corporate strategy, client management and wealth. 

Previously, he held global leadership positions at Citi and McKinsey & Co.

This background positioned him to oversee the rollout of FNZ’s technology strategy, particularly as major institutions seek scalable tools to handle back-office operations and advisor workflows.

David Moss, Chief Product Officer at FNZ explains: “I'm excited to help lead FNZ's product strategy as we scale our global platform and deepen our presence in North America. 

“I look forward to working with our clients and FNZ's product, technology and operations teams to continue delivering innovative, modular solutions that help financial institutions modernise, grow and better serve advisors and end clients.”

Scaling global wealth infrastructure

Operating as a regulated financial institution, FNZ currently supports more than US$2.4tn in assets on its platform.

The company partners with tier-one financial institutions, servicing nearly 30 million people across all wealth segments. 

With David now leading the product roadmap, the firm aims to build out its digital capabilities and manage its next phase of cross-border growth.

By reducing operational complexity and embedding automation, FNZ minimises costs, enhances advisor productivity and delivers highly personalised investor experiences.

FNZ’s global strategy encompasses not only the US, but also focuses on strengthening relationships in New Zealand. 

The news comes shortly after FNZ announced the launch of FNZ Select, a premium service proposition for clients that hold strategic importance. 

FirstCape was one of the first to experience this platform, demonstrating a benefit to the long-standing partnership it holds with FNZ.

The partnership recently reached new depths as an extension of the working relationship was announced in early May, with focus on the improvement of wealthtech platforms in New Zealand.