Our Company Values

We will add value and work smart

We will ask the question, does our activity work efficiently, is it effective and does it add value to the process, product or service? 

Does the product or service being offered add value in excess of its cost?  

We will think from the perspective of investors and put ourselves ‘in their shoes’ when designing, changing and discontinuing products and services.  

We will invest in our people and our business to continue to adapt and improve our services. This will include training and developing our staff and directors, learning and implementing new technologies, applying new ideas and being aware of our competition and regulatory requirements. 

We will be kind

We will operate a socially responsible, ethical business that considers its impact on society and the environment. We will avoid discrimination and seek fairness to do the right thing through our engagement with investors, staff, and other stakeholders.  We will consider and seek to minimise our impact on the environment from our operations. 

Our values apply to the operation of our Firm and do not reflect the values of the investment mandates that we operate, nor do they relate to delegated investment management firms. We believe in giving investors choice to achieve their financial objectives and recognise and accept that there are different views of sustainability and ethics. 

We will recognise our achievements and learn from mistakes 

We will encourage each other, recognise, and celebrate our achievements and learn from mistakes without dwelling on them. This will help us to continually develop and improve, building a culture that recognises and rewards our contributions free from fear of raising issues.