Our purpose, values and strategy

Putting our clients first

Our compass for doing business

Our purpose is to preserve and create wealth for our clients and for society in a sustainable way. That’s why everything we do is about building close relationships with our clients so that we can guide them in their financial decisions. We want to understand our clients: who they are, where they come from, their circumstances and ambitions. Only by putting ourselves in their shoes can we translate the opportunities and possibilities we see into relevant, responsible solutions.

Our values

Our four shared values act as a compass that guides us to make choices in our actions, in how we work together, and in creating a diverse and inclusive environment.

Personal
We invest in building long-term relationships. We’re driven by our client’s interests. We’re proactive on their behalf. And our personal approach to the way we work with our clients also extends to the way we work with each other.

Specialised
We love our craft. We work together with in-depth knowledge of specific sectors and disciplines. We’re resourceful. We set the bar for quality high. And we aim to continuously learn and improve.

Entrepreneurial
We’re ambitious and results-focused. We anticipate and see opportunities – always aligned with the interests and goals of our clients. We believe in sustainable solutions. And we actively look for investments and initiatives that contribute to these.

Decisive
We take a solutions-oriented approach. We aim to keep things as simple as possible. We're clear in our advice and our service offering. And we do what we say we're going to do.

Our strategic ambition

Supported by our strong client relationships and our shared values, we aim to generate sustainable and profitable growth in order to fulfil our purpose.

Our code of conduct

While our values act as a compass, our code of conduct gives employees practical advice to enable them to make the right decisions and put our clients’ interests first.

Download our code of conduct

Inclusion and diversity

Our commitment to inclusion and diversity goes hand in hand with our ambition to contribute to a sustainable and more inclusive world.

Learn more about our approach to inclusion and diversity

Our approach to sustainability

We see both a responsibility and an opportunity to achieve positive impact and returns over the long term for our clients and for society. We are here to help our clients navigate through the transitions of our time with our entrepreneurial and specialist approach.

Learn more about sustainability