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Benefits

Our advantages are based on 4 pillars:

1British experience in financial planning; 2Long-term experience in the selection of the best world-wide financial instruments and the creation of investment portfolios; 3Platform of the world's largest and most reliable financial institutions; 4Absolute independence.

Approach

Our approach to financial management differs significantly from the approach of the majority of Russian investment and financial companies, engaged in asset management or wealth management. We do not take client’s money into our direct management. The client is not required to transfer funds to the accounts of our company. Often we advise clients on how their money can work more efficiently in the same Bank in which they hold their deposits. Alternatively, we offer our clients the opportunity to open accounts with the best international financial institutions and banks.

International connections

Our former colleagues and friends are now working in many of the world's largest banks and financial institutions. This allows us to understand, in which areas this particular Bank or company is most efficient in comparison to their main competitors. This enables us to choose the best bespoke solutions for our clients. In those companies and banks, where we have no relations, we assess the effectiveness of their work with the help of our clients. They trust us to conduct an analysis of the effectiveness of their portfolio, in a particular institution. This gives us an insight into the effectiveness of a company’s management.

Development of ideas

In analysing a client’s portfolio, we see the best investment ideas and technologies offered by foreign banks and asset managing companies. In turn, this gives us the opportunity to compare the commission structure and the effectiveness of their work. This expands our horizons, allowing us to recommend the best and current, solutions available.

We speak the same language

Fortu Family was created by experienced financial specialists, to solve specific tasks of private clients. As a result, we have a good understanding of the challenges and difficulties faced by individuals in the field of Finance. We are always on the client’s side and are totally transparent.

To achieve the goal of effective investment we use all of the available Russian and foreign financial instruments and all assets classes in accordance with the modern practice of asset management.

We are ready to give full support to our clients in all areas of wealth and asset management.
 

Wealth Preservation
Luck favours the prepared
Money to money

About us

MFO Fortu Family is an independent financial advisory company, focusing on the development and implementation of long-term strategies for the protection and accumulation of private client’s capital.

Services

We help our clients to manage assets in the international financial markets, provide management support for private equity and rental properties portfolio.

Approach

Our main difference, from foreign or domestic private banks, lies in the fact that we are not a part of any Bank holding company, we have no conflict of interest, and we are not obliged to sell the products of the parent companies