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 97 practices and around 230 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
- 230-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