We offer both affluent individuals and institutions around the world a comprehensive range of advice and investment services. We use our combined expertise to help turn your financial vision into a reality.
Headquartered in London with offices in 3 markets on 3 continents, our size and strength helps us to achieve global reach, while our local knowledge means that we can offer a personal and bespoke service to meet all your needs.
On March 7, 2021, our founders — George Williams and Sean Clarkson — built an innovative start-up to help customers invest and manage money in a rapidly changing world. Their dedication to finding creative solutions and advocating for more inclusive communities continues to drive the company. We believe we are present here to build the history of what’s next.
Finance is the oxygen of the economy. Acting transparently and with expertise, we deploy finance responsibly to support people and businesses. We have the capability and capital, the operational resilience and the commitment, to make a real and lasting difference to the economic lives of customers and communities. This is as true today as it was when our firm was founded.
Acting with empathy and integrity, we aim to be a leader in the profession of finance and to engender trust amongst our key stakeholders. We understand the power of building a supportive and inclusive culture for everybody, knowing that we make a bigger difference when we pull together as one team.
We operate with energy and imagination, championing innovation and sustainability, to make a positive and enduring difference, to take pride in leaving things better than we found them. New ideas and technologies can help customers and communities to unlock opportunities.
Our success is judged not only by commercial performance, but also by our contribution to society, and how we act responsibly for the common good and the long term, because these outcomes are mutually dependent. We are at our best when our clients, customers, communities, and colleagues all progress.
Our five Values – Respect, Integrity, Service, Excellence and Stewardship – are our moral compass; the fundamentals of who we are and what we believe is right.
We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone’s contribution
We operate with honesty, transparency and fairness in all we do
We act with empathy and humility, putting the people and businesses we serve at the centre of what we do
We champion innovation, and use our energy, expertise and resources to make a positive difference
We prize sustainability, and are passionate about leaving things better than we found them
When you do well, we do well. As a privately held company, we use our investor mindset to make sound judgements for the long term for our customers and our business.
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