A message from the Global Head of Wealth Management
When I meet prospective clients they often ask me about our investment priorities. I always tell them that the first thing we will invest in is our relationship with them.
Of course we are entirely focused on advising our clients well and making successful investments on their behalf. This is one of the primary reasons for choosing a business with our experience and depth of investment expertise around the globe. But giving the right advice is an impossible task without truly understanding what clients want to achieve. That’s why we always take the time to get to know our clients’ circumstances, priorities, concerns and ambitions. It’s how we select the correct balance between risk and reward, and how we meet your unique individual objectives.
Every decision we take on behalf of our clients is looked at from their personal perspective. Only if we achieve their goals will we be proud of the work we have done for them.
I am also asked how long it takes to build a successful relationship. With two centuries of tradition, we have always looked to the long-term - this is inherent in our culture and one reason for our enduring stability. But that does not stop us from embracing change. The investment expertise we can call on as part of a truly global asset manager gives us a unique lens on an ever-changing world. Through it we identify both opportunities and challenges. We use these insights to navigate a course that delivers security and continuity for our clients, employing strategies aimed at creating enduring prosperity and always investing responsibly.
Converting insight and ideas into financial success takes care. When asked how we measure our success, I again return to the importance of relationships. Every decision we take on behalf of our clients is looked at from their personal perspective. Only if we achieve their goals will we be proud of the work we have done for them. Of course, we do have a competitive streak and always want to perform our role better than anyone else! But we remain proudly old fashioned in our belief that if we do a good job for our clients then we will continue to thrive for decades to come.
This is why you can trust us to manage your wealth with integrity, to plan for a prosperous secure future, and to offer you the very best of our firm - our people, our ideas, our service and care.
Global Head of Wealth Management