#Financial investment company full
If you have questions about how your advisor earns compensation from recommended products, don’t hesitate to ask for a full fee breakdown before you approve a purchase. However, that doesn’t mean there are zero conflicts of interest-especially since the firm also acts as a broker-dealer, and it can financially benefit from the products it recommends.įirms like Ameriprise typically have processes to help put client needs above profit motives.
Is Ameriprise a Fiduciary Financial Advisor?Īmeriprise Financial Services employs fiduciary financial advisors, which means they are legally bound to act in their clients’ best financial interests. Many advisors are licensed to sell insurance, so Ameriprise can connect you with policies to cover everything necessary-from home and auto to life and long-term care. You can supplement your investment relationship through banking and credit products from American Express National Bank. In addition to its Minneapolis headquarters and seven regional offices, you can use the firm’s “find an advisor” tool to locate an advisor near you. While the global pandemic sent countless services to the virtual world, you can connect with an Ameriprise advisor in person and near you with relative ease. The firm’s global footprint and standing relationship with American Express offer plenty of benefits for potential clients. While you might have heard of Ameriprise under its previous name, American Express Advisors, Ameriprise is presently a public company traded on the New York Stock Exchange (NYSE). “The success in our partnership with Montefiore is also characterized by our ability to organize the managerial transition.Founded in 1894 as Investors Syndicate, Ameriprise Financial is a global investment advisory firm boasting more than 1.14 million individual clients and $458 billion in AUM. They notably nudged us towards developing the e-commerce opportunity.” Jean-Philippe BOURREAU, President of HOME AND FURNITURES “Montefiore Investment’s team is pragmatic and made interesting suggestions on potential actions to be taken. Montefiore Investment is the strategic partner my team and I have been looking for to support our ambition.” Isabel MARANT, Founder “The objective of this equity partnership is to bring our brand and our company to a new level of development. “We are particularly proud to have attracted in just a few months highly recognized partners and investors who share our business ethics and values and who will support us in our ambition to become a leading player in the European e-travel market.” Nicolas BRUMELOT and Carlos DA SILVA, co-founders of MISTERFLY “We chose Montefiore to support our development because of their international experience, their great knowledge of the tourism industry and services generally speaking, but also because we share the same vision for a responsible and sustainable business development paradigm.” Alain CAPESTAN, CEO of VOYAGEURS DU MONDE We will also continue our marketing investments to strengthen our brand and offer new services to our network of 7,000 florists in France and Spain.” Eric LEDROUX, President of INTERFLORA “After 4 years of growth on the Internet, our new shareholders will enable us to continue our digital strategy and growth through the development of a scalable gift offer.
Montefiore is a true sparring partner, able to discuss distribution, digital or product strategies.” Alain CALME, Chairman of the Board of HOMAIR VACANCES “A CEO of a mid-cap company is at risk of being isolated. Together we have written a new page in the history of the company I founded” Daniel GUEZ, Founder of HOMAIR VACANCES “Thanks to Montefiore Investment’s financial and strategic support, we were able to leverage our know-how and culture to take our business to a new dimension. Meanwhile, we have conceived together an ambitious growth plan combining organic growth and build-ups.” Patrick GARGULA, President of LYOVEL “The entire management team and I are very happy to be associated with Montefiore Investment in the Lyovel deal. Montefiore has been able to structure an original company transaction to acquire the company from the Coser family, while respecting the sellers’ constraints. “We are delighted to team up with Montefiore Investment: its expertise in growth projects will help us kick start a new development era, both through organic growth and build-ups, thus consolidating our leadership position in market studies” Gérard LOPEZ, President of BVA
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