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| Financial Partners |
| http://financial-partners.biz |
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| Address: | World Trade Center Level 8
Jl. Jend. Sudirman Kav 29 – 31
Jakarta
Jakarta |
| Contact: | Clive Reed |
| Email: |  |
Company description:
Financial Partners
Corporate History
Financial Partners is one of the best performing financial planning and wealth management groups in the offshore world. A consistent track record of strong, sustainable growth has allowed the company to diversify and expand its service offerings.
FP has offices or licences in the following countries:
Fully-operational branches in Hong Kong, Indonesia, Japan, the United Arab Emirates, Malaysia and a joint venture in India. Licensed operations in Australia and the Isle of Man are also supported by “affiliate branches” (under the Advantage Programme – see Chapter 6) in Thailand and China. Offices in London, Singapore and Saudi Arabia are now prioritised.
This enviable footprint has enabled FP to build a significant offshore financial services business with:
1. in excess of USD1.2 billion assets under advice of which over USD250 million is in proprietary funds
2. a client base of more than 11,000
3. over 200 employees
Financial Partners has developed from a merger of six Independent Financial Adviser firms (IFAs), which took place in June 2002 with a “Vision Statement” and a set of objectives that has changed only marginally, specifically to build a world class “client-driven financial planning and wealth management consultancy”.
What HAS changed significantly since the merger planning period of 2001/2 is the macroeconomic environment in which Financial Partners operates. The six companies that merged in 2002 were largely providing “offshore products” to expatriates in areas of high-expatriate concentration. That market remains a key area of business opportunity.
However, the following points are illustrative of “forces” suggesting that a Business Model that captures these forces will benefit from a number of emerging opportunities. In 2001/2 the financial services world was strongly “regional” and parochial, whereas the world of 2009 is clearly and increasingly more globalised. FPGs’ presence across a range of geographies sees the business well positioned to capture the increasing opportunity represented by those forces.
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