Trusted investment company
It is our mission to exceed our clients’ expectations in our commitment to their financial success. Our ultimate goal is to create and preserve wealth and earn our clients’ trust and confidence while building lifelong relationships. We will do so by providing a full range of top performing, cost effective investment products and services with unparalleled personal customer service. We will at all times maintain the highest levels of ethics, integrity and professionalism and seek to be a valued member of the communities we serve.
Commitment to Clients
We are committed to providing exceptional client service — above all by delivering superior long-term performance — and by ensuring that our interests are fully aligned with those of our clients.
Integrity
Integrity and honesty form the bedrock of our business. We expect the highest ethical standards in our work and personal lives
Excellence and Innovation
We aim for excellence in all that we do, and ensure that our investment processes encourage rigorous research, curiosity and continuous learning. We believe interdisciplinary, diverse teams are the most
likely to yield new insights and produce the best results for our clients over the long-term.
Our investment philosophy is based on our conviction that sustainability risks and opportunities directly affect long-term business profitability. We believe the interests of shareholders, over time, will be best served by companies that maximise their financial return by strategically managing their economic, social and environmental performance.
Investing for the Long-Term
Numerous studies show that most of a company’s value is determined by its long-term performance, and in our view a short-term orientation has significant negative repercussions for businesses and the global economy. If businesses are forgoing value-creating investments to manage short-term earnings, this will damage their long-term prospects. A short-term perspective hinders innovation and research and development, diminishes investment in human capital, encourages financial gymnastics and discourages leadership. We believe outperformance is achieved by taking a long-term outlook.