We are driven to build a stronger and more prosperous society, one client at a time.

We are:

Human: While we work with numbers, employing the latest technology and research, we work for people. From large pension funds to individual investors, every one of our clients is a person with specific requirements, particular needs, private dreams and personal goals.

Resolute: Investment results are driven by owning good assets at good prices and ensuring returns compound to protect and grow wealth. We work hard to keep fees low, eliminate every avoidable cost and deliver the best results.

Inspired: We invest for a prosperous and sustainable future with likeminded clients in likeminded businesses. We recognise the impact of investments on individuals, families, firms, communities and society. Responsible social, environmental and corporate governance practises are key to delivering returns that are ethical and sustainable.

Innovative: We don’t build investment products, we build investment solutions to solve investment problems and meet our clients’ needs. From bespoke investment solutions for corporate and private clients to next-generation, low-cost investment bundles for first-time investors of all ages and income groups, we explore financial challenges to build new solutions.

Mindful: Financial analysis extends beyond financial metrics. We embrace an holistic consideration of ESG elements in our investment processes to widen investment opportunities and to ensure sustainable long-term investment results. We are proud signatories of the United Nations Principles for Responsible Investment.