Our Vision

We aim to be the leading independent global provider of private client and funds solutions, providing a respectful, inclusive and rewarding environment for highly capable and committed colleagues, delivering outstanding service to our clients, and being an active participant in the local communities in which we live and work.

Trees From Below

OUR GOALS

Global

To be the first-choice service provider for complex, multi-jurisdictional work

Trust And Foundation Services

To be the service provider of choice in every jurisdiction in which we operate

People

To be the employer of choice in our industry everywhere that we operate

Our Client Service Commitment

Our commitment to our clients is simple: we can be relied upon with confidence to provide a highly responsive, personal service with uncompromising attention to detail. This commitment is underpinned by our long-standing client service principles:

  • Responsiveness. We respond promptly and thoughtfully, and do not leave our clients waiting.
  • Reliability. We do what we say we will do, and it will be done when we say it will be done.
  • Attention to Detail. We know that small details make a big difference and take full responsibility for our work, from start to finish.
  • Personal Service. We treat all our clients as individuals and build effective long-term relationships.

Our Employee Promise

We offer excellent career growth opportunities in a highly international environment. We only employ individuals who are professionally minded, committed and collaborative, and who share our values. In return we offer:

  • A home for the long-term. We will partner with you to build a career, not just deliver a job.
  • Professional growth. We will invest in developing your skills, actively provide support when you need it, and allow you the space and independence to grow.
  • No limits. We will give you the opportunity to fulfil your potential and your professional ambitions.
  • A supportive environment. We will listen to your feedback and provide an inclusive and collaborative culture in which you will be an active and valued colleague.

OUR VALUES

INTEGRITY

We apply uncompromising professional standards at all times.

  • We consciously work to do the right thing.
  • We are honest, open, communicative, and trustworthy.
  • We place integrity at the core of our relationships.
  • We act with reliability and confidentiality in our dealings.
  • We escalate promptly any potential breaches of law, regulation or policy.

RESPECT

We treat others as we would wish to be treated ourselves.

  • We treat everyone as an individual and care about their needs and aspirations.
  • We recognize that the thoughts and backgrounds of others may be different to our own and are equally important.
  • We value individual and cultural differences as a core strength of our business.
  • We encourage everyone to speak-up, share ideas and concerns, and actively participate.
  • We seek to make a valued contribution towards the communities in which we live and work.

ACCOUNTABILITY

We take responsibility for our work and relationships, as individuals, and as a team.

  • We accept responsibility for our decisions, actions, and results individually and as a team.
  • We are accountable to ourselves, our clients, our colleagues and our communities.
  • We strive to deliver a responsive, timely, personal service with uncompromising attention to detail.
  • We work to provide the training, guidance and development opportunities to further our colleagues’ careers.
  • We learn from our mistakes and are always aiming for individual and collective improvement.

INITIATIVE

We bring proactivity and resourcefulness to everything we do.

  • We encourage a self-starting and proactive approach from everyone.
  • We value the participation of all our team in driving the success of our business.
  • We are thoughtful and responsive, seeking innovative solutions to challenges.
  • We set high standards for ourselves and each other, seeking to do more than what is normally required in any situation.
  • We are resilient and persist in overcoming challenges.