About Fortnum

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Fortnum Private Wealth was established in 2010 to support the growing number of professional financial advisers seeking an alternative to the dominant, large institutionally-owned dealer groups.

We provide comprehensive licensing services and business support to our national network of 77 practices and around 175 advisers.

Our focus is on supporting our advisers to deliver the best advice to their clients. We achieve this by:

  • Listening to our practices
  • Identifying the best solutions to meet their needs;
  • Leveraging our scale and buying power to negotiate attractive rates and service agreements;
  • Developing robust business and advice solutions; and
  • Continuously investing in our offer.

Fortnum at a glance

  • 100% owned by advisers, management and staff
  • 175-plus advisers nationally
  • Comprehensive licensing services provider
  • Open architecture Approved Product List
  • Funds under advice in excess of $10 billion

Read our latest paper on Developing a Winning Business Strategy

Awards

Fortnum continues to dominate the Licensee of the Year Award due to its focus on helping advice businesses succeed. Fortnum’s proposition is unique not only because it delivers competitive, well-priced services but because of the group’s ability to bring together like-minded professionals and hone in on what’s important to them. Fortnum is an agile, dynamic organisation. For example, several years ago when the industry was fixated on compliance, Fortnum was completely focused on driving compliance within practices. Last year, when advisers wanted help improving practice efficiency and streamlining processes, Fortnum drove that agenda, and recently, the focus for Fortnum has been on helping advisers achieve sustainable growth. Fortnum’s flat organisational structure and experienced senior management team means the group is flexible enough to act quickly based on advisers’ needs which is allowing Fortnum to make a profound difference in advisers’ lives. awards Andrew Inwood, founder CoreData

Why Choose Us?

Consistently recognised

Fortnum’s commitment to advisers has been consistently recognised by leading global financial services consultant CoreData. Fortnum Private Wealth has won the prestigious ‘CoreData Licensee of the Year Award’ for three consecutive years, reinforcing that Fortnum advisers have the highest level of satisfaction in terms of overall support, remuneration and brand.   coredata

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