CHICAGO — Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today that it has acquired the assets of Prestige Wealth Partners, LLC (Prestige Wealth Partners). Terms of the transaction were not disclosed.
Located in Fort Lauderdale, Florida, Prestige Wealth Partners specializes in retirement plan consulting, wealth management and financial planning.
“The team at Prestige Wealth Partners, led by Joseph Koury and Robert Georgiou, brings deep expertise and a personal approach to helping clients navigate the unique challenges and opportunities of wealth management and retirement plan consulting,” said Joe DeNoyior, President of Hub Retirement and Private Wealth (RPW). “With a solid background in investment strategy and financial planning, Joseph, Robert and their team take pride in helping individuals, families and companies build financial confidence—from guiding personal goals to supporting employee retirement readiness.”
Managing Partners Joseph Koury and Robert Georgiou, and the Prestige Wealth Partners team will join Hub South Florida.
The move continues to strengthen Hub’s Retirement & Private Wealth practices and its services while developing more comprehensive financial advice for clients. Hub RPW focuses on both retirement plan sponsors and wealth management to create financial strategies that align business and personal financial objectives and navigate fiduciary risk. The several registered investment advisory affiliates in Hub RPW provide investment advisory services to clients whose total assets are approximately $178 billion.
Source: Hub International Limited
AgencyEquity statement on this article:
Some of the statements in this third party article may be forward-looking statements and perhaps even inaccurate statements. AgencyEquity or Strategic Agencies LLC does not make any representation or warranty, express or implied, as to the accuracy, completeness, or updated status of such statements. Therefore, in no case whatsoever will AgencyEquity or Strategic Agencies LLC be liable to anyone for any decision made or action taken in conjunction with the information and/or statements in this press release or for any related damages.
