We aim to be a premier financial advisory and consultancy firm. Our process is to redefine and elevate the financial services experience through unparalleled client service and a commitment to excellence in all that we do.
The client experience is the centrepiece of our model. We empower individuals, families, financial advisers and wealth managers to realise their aspirations and achieve their most important goals.
We do this by bringing the brightest minds together with energy, innovation, passion and creativity to provide solutions, capabilities and value that will enable our clients to achieve their financial and investment goals.
Ultimately, we aspire to create an engine of excellence that delivers long-term value for our owners and other stakeholders, and cultivates deeply engaging, lasting relationships with our clients, across our firm, and throughout our communities.
Our Guiding Principles
We believe that a successful relationship demands a deep sense of compatibility; this implies a clear understanding of goals and objectives and a mutual appreciation for common and permanent values.
We believe that capital survival is a prerequisite to capital growth.
We value responsibility and accountability in corporate governance as well as the avoidance of conflicts of interest.
Client capital represents the savings and lifetime work of individuals and families. We have the utmost respect for its irreplaceability. Capital is scarce. To accumulate savings requires time, effort and sacrifice. To keep it is more challenging than most realise.
We have no predetermined investment horizon and aim to participate in the long-term compounding of earnings.
We are neither bearish nor bullish but rather striving to distinguish what is real and true from what is noise or hyperbole.