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Fortnum and PFS unify under parent company

Following its acquisition of Australian Unity’s advice business, Fortnum Private Wealth and Professional Financial Services have formed a new parent company with Fortnum CEO Neil Younger at the helm.

Australia , Australian , Matt-brown , Australian-unity-personal-financial-services , Financial-services , Fortnum-private-wealth , Professional-financial-services , Neil-younger , Money-management ,

Fortnum, PFS launch parent company

Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti.

Australia , Australian , Matt-brown , Henderson-matusch , Financial-services , Homecare-group , Fortnum-private-wealth , Professional-financial-services , Nestworth-financial-strategists , Australian-unity , Neil-younger ,

Northern District of California Denies Summary Judgment to, and Certifies Class in Case Against, Bank Alleged to Have Aided and Abetted Ponzi Scheme | King & Spalding

On December 16, 2022, the U.S. District Court for the Northern California denied Umpqua Bank’s motion for summary judgment and granted class certification in a case asserting investors’...

California , United-states , Kenneth-casey , Reed-smith , Silver-law-group , Financial-services-inc , Us-district-court , Umpqua-bank , Gibbs-law-group , Investors-security-fund-inc , Northern-california , Professional-investors-security-fund

2023 Kicks Off with Several RIA M&A Announcements

Deals from Prime Capital Investment Advisors, Carnegie Investment Counsel, Parallel Advisors, EP Wealth and more ended 2022 and kicked of 2023.

New-york , United-states , New-hampshire , Texas , Philadelphia , Pennsylvania , Washington , Vermont , Cleveland , Ohio , Boston , Massachusetts

Retirement Industry People Moves

Northern Trust makes key fund hires; Edelman Financial Engine buys California-based retirement advisory; Prime Capital Partners with PFS to enter Sioux Falls and South Dakota markets; and more.

New-york , United-states , Alabama , Washington , Florida , Boston , Massachusetts , California , Connecticut , Whippany , New-jersey , Sioux-falls

Retirement Industry People Moves

Northern Trust makes key fund hires; Edelman Financial Engine buys California-based retirement advisory; Prime Capital Partners with PFS to enter Sioux Falls and South Dakota markets; and more.

New-york , United-states , Alabama , Washington , Florida , Boston , Massachusetts , California , Connecticut , Whippany , New-jersey , Sioux-falls

농협 창원시지부, 도내 1호 WM(자산관리) 특화점포

‘NH All100 종합자산관리센터’ 선정부동산·세무 등 전문 금융서비스 제공
기사입력 : 2021-07-01 08:05:31
NH농협은행 경남영업본부는 30일 농협 창원시지부를 도내 1호 WM(자산관리) 특화점포인 ‘NH All100 종합자산관리센터’로 지정하고 현판식을 개최했다.
‘NH All100 종합자산관리센터’는 농협은행의 WM 특화점포 공식 명칭으로 고객의 자산관리 서비스에 특화된 점포다. 일반 영업점보다 전문적인 부동산, 세무 등 각종 금융서비스를 제공하는 점이 특징이다.
30일 NH농협은행 경남영업본부가 농협 창원시지부를 ‘NH All100 종합자산관리센터’로 지정·현판식을 가진 후 관계자들이 기념촬영을 하고 있다./NH농협은행 경남본부/
WM 특화점포에는 자체 ‘금융MBA WM과정’, ‘자산관리 전문역 양성과정’ 등 종합자산관리 분야 교육과정을 이수하고, 컨설팅 실무역량을 겸비한 전문 인력이 배치돼 지역 종합자산관리 분야 거점점포로서의 역할을 수행할 계획이다.
NH농협은행 경남본부는 창원시지부와 진주시지부를 ‘NH All100 종합자산관리센터’로 지정, 7월부터 전문적인 자산관리서비스를 제공한다.
최영식 본부장은 “WM사업은 단순한 수익사업이 아닌 평생고객을 확보하는 미래 핵심 사업으로 현재 농협은행에서 집중 육성하고 있다”며 “고객의 자산증식을 최우선 목표로 두고 진정성 있는 종합자산관리 서비스를 제공하는데 최선을 다하겠다”고 말했다.
김세정 기자 sjkim@knnews.co.kr

Tokyo , Japan , Gyeongnam , Kyongsang-namdo , South-korea , Nh-agricultural-bank-tokyo , Nh-agricultural-bank , Agricultural-bank , Nh-agricultural-bank-gyeongnam-headquarters , Financial-services , Asset-management

동남아 최초 기관 대상 비트코인 펀드 BGBF-I 출시

동남아 최초 기관 대상 비트코인 펀드 BGBF-I 출시
joins.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from joins.com Daily Mail and Mail on Sunday newspapers.

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