We try to understand the big picture
We are a knowledge-based company and we invest time in understanding not only our clients’ worlds, but the world as a whole. We discuss what we have learned and evaluate what it all means. We always make an effort to make our decisions based on the bigger picture.
We put innovation at the center
As a company we want to and must keep developing – permanently. To manage wealth successfully we need to adapt and realign the tools we use to reflect the march of time and the way circumstances change. We take the long view and remember to heed the old lessons even when situations might require us to take new and as yet uncharted routes.
We take responsibility and expect others to do so too
We know that “responsibility” is crucial and non-negotiable for ourselves and for each individual client relationship. We take responsibility for everything we do. And we expect our clients to act responsibly too. For us responsibility and sustainability are inextricably linked.
We think and act independently
Our insights and convictions influence our ideas and guide our actions. We act confidently and in good faith, and our approach helps us understand the times we live in and do the right thing.