Financial Partners is a leading offshore financial services group with a strong presence in Asia-Pacific and the Middle East. With dedicated teams of trusted advisers and wealth managers, and more than USD1 billion under advice, of which USD250 million is in proprietary structures, we deliver the highest levels of financial planning and wealth management services to clients in more than 70 countries around the globe.

The company has a history dating back to 1989 when it started as six independent financial advisory firms. In 2002, the firms merged to become Financial Partners International Ltd. After growing from strength to strength, the company in 2007 rebranded as Financial Partners.

At Financial Partners we recognise that banks are stuck in the freeze-frame mentality of targeting either the retail market or the high net worth (HNW) market. Our hybrid positioning is designed to capture three highly different and distinct niches:

• The growing expatriate segment,
• The upwardly mobile individual wealth trend in the Middle East and Asia-Pacific regions; and
• The growing breed of SMEs.

Target Market Chart
 

The mid-tier wealth section outlined in the chart refers to both the personal and corporate markets – this means our target sweet spot includes the emerging affluent (clients with the saving ability of US$1,000 per month) and mass affluent (clients with investible assets between US$100,000 and US$500,000) individuals, and the small and medium-sized enterprises on their journey to becoming larger corporations.

With over 120 trusted advisers and wealth managers, Financial Partners provides best-of-breed financial planning, wealth management and legal services to a client base of more than 13,000. Using the twin engines of a state-of-the art technology platform and highly personalised service, we provide 24/7 balance sheet access, in-depth face-to-face strategic portfolio reviews, World Tour seminars for clients to meet the fund managers who manage their monies, and a free subscription to our bi-monthly magazine, MoneyMatters, for news and insights on the markets and investment trends.
Our services are further enhanced by our centralized business risk management system that allows us to manage client and product-provider relationships within an environment committed to regulatory and corporate compliance.

Meanwhile, our existing branch network operates as the foundation for our broader distribution strategy, separated into a direct and indirect model. Products and services are distributed using a combination of the two models, aimed at maximising brand awareness while providing an efficiency distribution that far exceeds that of our competition.

Our success is the result of a commitment to excellence, along with consistent investment in product, staff and operational enhancements.