Vision & Culture
Vision & Culture
We pride ourselves on long term thinking and aim to make decisions which benefit our clients, employees and everyone else we interact with.
To grow our business successfully we must embrace a vision and culture that encourages our people to grow, develop and prosper in their career, thereby equipping them to provide the best possible outcomes for our clients.
Our Vision
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To create a brand that is widely recognised for providing high-quality, impartial advice.
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To have a range of market-leading discretionary investment solutions.
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To have a positive impact on everyone that we interact with.
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To be the “Employer of Choice” for financial planners, investment managers and our support staff.
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To be an innovator in everything that we do, and to continue developing new services to meet our client evolving needs.
Our Culture
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Love our clients. They are the reason we are in business. We should be worrying about them, spending time with them, and obsessing over how we can serve them better.
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Say “We,” not “I”. We serve our clients better by leveraging the whole pool of knowledge and experience that exists within the company.
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Have high standards. We aim to continually improve all of the services that we offer, and be at the vanguard of our industry. We should exceed client expectations, and always be willing to go the extra mile to serve them.
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Think long-term. We run the company with a very long time horizon and we therefore build long-term relationships with our clients, look after our staff, and aim to have a positive impact on the communities in which we operate.
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Keep some perspective. We try not to take ourselves, or the firm, too seriously. Family and friends should come first. The firm shouldn’t be full of workaholics, staff should use their holidays and enjoy life away from the office as well as serving our clients.