Solid reputation for integrity and putting investors’ needs before our own
We are committed to providing independent, objective, unbiased fund selection and advisory services. We are organised to avoid any conflict of interest in recommending investment solutions.
Besides, we have gained trust from investors in our ability to work in a true open-architecture, keeping our independence of mind. Our experience in managing and advising assets helps us to remain critical in our selection process by building opinion from truthful source of knowledge coupled with unbiased research.
We have adopted professional standards such as the Global Investment Performance Standards (GIPS), and a number of professional conduct standards relevant to the investment industry including the CFA Institute Code of Ethics and Standards of Professional Conduct.
The partners we work with must also demonstrate independence in their research. Their analysis must be solely based on the true ability to deliver without compromising on other factors that might serve other interests.
We operate in a fully transparent operating model. We draw our revenues exclusively from the advisory services we charge to our customers. Therefore, key to our success is to deliver at the highest level of results.