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Powered by a unique perspective and the expertise of our global investment professionals, we adapt to our clients’ evolving needs, providing them with innovative investments solutions and intelligent ways to achieve their investment objectives.
In a world focused on short-term gains, our long-term commitment to build markets and people where we operate sets us apart. Our global investment team averages 18 years of industry experience across all asset classes and is on the ground in most major financial hubs. With thousands of investment options to consider, we believe it takes extensive resources and commitment to find the investments that have the most significant potential to deliver excess returns.
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Our unique pioneering philosophy is aimed at building markets while developing solutions for our clients in a profitable context using our on-the-ground investment professionals.
We are a financial innovator for investors, identifying investment opportunities and preparing for the future.
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We're fully licensed, certified and regulated.
Our integrated investment platform and expertise provide clients with a full range of progressive solutions.
We are strategically positioned globally, our team-based market approach ensures consistency and continuity.
We are long-term, value-based investors focused on building diversified portfolios that outperform over the long term. We develop an asset allocation that is carefully aligned to each client’s investment objectives and risk tolerance, and we use active managers where we expect they will deliver above-market returns, net of their fees.
Access Your AccountWe fundamentally believe that clients should not have to choose between a global firm with deep investment resources and a boutique firm with a personal touch. Our ultimate goal is to deliver outperformance with a portfolio that is right for you.
Start NowWe value our people and embrace the future with an open mind.
Our clients’ success is paramount – their success is our success. We build and nurture long-term relationships with our clients by using our proven investment strategies.
We assess every investment opportunity objectively and with total impartiality. Our independence sets us apart and helps ensure that our decisions are well aligned
We're built on respect for each individual. It is our aim to create a true meritocracy in which talent and achievement are rewarded and opportunity is equally available