Our values


  • We strive to deliver meaningful outperformance to our clients over the long term.
  • We aim to work as a high performing team to achieve excellence in our investment outcomes, communications with clients, quality of our administration, IT competency and compliance.

Client focus

  • We seek to provide our clients with the highest level of service and accurate and timely investment information.
  • We provide products that are attractive, competitive and in our clients' best long-term interest.


  • We always act with integrity and the highest ethical standards.
  • Our team is open and honest in all actions and communications.


  • We seek to maintain transparent relationships with our clients and one another.
  • We encourage honest feedback from all groups.

Creating wealth

  • We are in the business of creating wealth for our clients.
  • We aim to be an employer which provides opportunity, job satisfaction and security for our employees.