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Our values

Our fundamental purpose is to deliver strong, long-term investment performance and exceptional client service. Our core values are the guiding principles on which we perform our work and conduct ourselves. In an ever-changing world, they remain constant and form the foundation of everything we do.


We strive to build strong relationships and conduct ourselves through a combination of honesty, trust and transparency, maintaining high ethical standards.


We are committed to delivering high levels of personal service together with seamless implementation and administration, looking after our clients’ interests as if they were our own.


We are entrepreneurs and investors. We always strive to do things better, challenging the status quo.


We are proud to have a highly experienced, skilled and long-serving staff, who enjoy sharing expertise and learning from each other.


We are passionate about delivering long-term investment performance, innovative products, and growing our clients’ assets.


We aim to deliver enduring value for our clients and embed sustainability principles into our investment process.


We encourage teamwork where everyone’s contribution is valued, but with clear accountability to all stakeholders.