UNFCU Advisors to partner with Moventum
New York, NY, 13 March 2017 — Expert financial planning guidance also now available through new partnerships with local advisory firms in each market. Managed portfolio solutions now available to the United Nations communities in Geneva, Vienna, The Hague, and Amsterdam.
United Nations Federal Credit Union today announced that its wholly-owned subsidiary UNFCU Advisors has partnered with Moventum S.C.A, a Luxemburg-based asset management company, to provide managed portfolio solutions to the UN communities in Geneva, Vienna, The Hague, and Amsterdam. In each location, UNFCU Advisors has also partnered with local independent advisors specializing in financial planning advice. The financial advisors will work closely with each client to help them select the diversified portfolios best aligned with their risk tolerance level and financial objectives.
“We selected Moventum as our partner because of their ability to provide managed portfolio solutions in multiple currencies; their unique investment process whereby an independent research company selects the funds that best meet the criteria that are defined by the Moventum team for each portfolio and are refined continually; and their strong commitment to service,” said Joseph Marasciullo, managing director of UNFCU Advisors.
“Since many UNFCU members are part of the United Nations community and tend to relocate frequently,” said Michael Jensen, executive vice president of Moventum, “our global platform allows their portfolios to move right along with them. We continuously adjust the allocations and funds in their portfolios based on market developments, always ensuring we stay aligned with the client’s level of risk tolerance and financial objectives. Clients can track their portfolios with detailed quarterly account statements and can modify their investments at any time.”
“Each of the managed portfolios is designed for a specific strategy and most are available in euros, US dollars, and the Swiss franc,” said Mr. Marasciullo. “To help clients select the portfolios and currencies that are right for them, we have partnered with experts in local markets who will provide them with tailored guidance.”
UNFCU Advisors has partnered with the following independent advisory firms:
- Blackden Financial in Geneva
- Mikulik Finance Consulting GmbH in Vienna
- FVB De Boer Financial Consultants in The Hague and Amsterdam
Through these best‑in‑class partnerships, clients receive independent, unbiased, and expert guidance from financial services companies selected exclusively for them.
In addition to the portfolios managed by Moventum, guided and self-directed accounts are also available for investors who want to be more involved in the selection of their funds or assets.
About United Nations Federal Credit Union (UNFCU)
UNFCU offers a full suite of banking products and services designed for the mobile lifestyle of the global UN community. Headquartered in New York, UNFCU was founded in 1947 by 13 UN staff members. Today, UNFCU has more than 125,000 members worldwide and is one of the 30 largest credit unions in the US with representative offices in Austria, Italy, Kenya, and Switzerland. UNFCU Advisors is a wholly‑owned subsidiary of UNFCU.
About Moventum S.C.A.
Moventum S.C.A. is a full service mutual fund platform for all aspects around the custody account. Since its founding in 2000, Moventum has become among the most successful mutual fund platforms in Germany and Austria. The Luxemburg based‑company specializes in the trading and administration of investment funds and offers its partners access to a proven transaction platform with custody locations in Luxemburg and Austria, a global investment universe, mutual fund-based asset management for all relevant risk/return profiles as well as innovative services surrounding advice, accumulation of assets, asset management and private retirement planning. With multi-language capabilities, Moventum works with investors in 124 countries. More at http://www.moventum.lu/en/home.
For media questions, contact: Elisabeth Philippe, UNFCU, +1 347‑686‑6776 or firstname.lastname@example.org
All information presented is for informational purposes only and does not constitute financial advice. Investment products are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Certain UNFCU products and services are subject to approval. US federal and state laws may limit the availability of certain products and services in select areas.