We are... client-focused

Our client fund beneficiaries are at the heart of everything we do.

Our team is dedicated to helping clients meet their investment objectives.

We are guided by strong governance and a clear investment process.

You will have confidence in a team dedicated to helping you progress towards your goals.

We are…
an investment partner you can trust

  • We champion open and transparent communication with our clients and our peers
  • We are innovative and forward-thinking with investment solutions
  • We have a passion for the industry and are keen contributors to it

You will have…

  • A clear understanding of where you are and of your future investment needs aligned with your interests

We are… a team of experts

  • We value transparency, honesty and excellence
  • We believe in responsible citizenship and service to our community
  • We have over 300 years of combined experience in investments and sustainable finance

You will have…

  • Advice you can trust from a team that cares about your objectives and values

Click here to view or download our Investment Principles.


Our client funds