About us
Our Culture
More than 1,500 people working across the globe, bringing it all together for today’s investor.
Real integrated competitive advantage begins with our culture
When everyone feels like they are a part of a unified team in an environment of fairness, inclusion, and happiness, we all accomplish more. Integrated advantage is established when everyone feels stronger when working together, and when there are no impediments to their abilities to participate, collaborate, and succeed.
Our Approach
Every day, we push and support employees to pool their skills as “One Team” through smarter ways of working and physical locations that foster true cooperation.
Individual Growth
A careful approach to training and leadership, geared to what each employee needs to grow in self-assurance, enables our Investors’ diverse talent pool deepen its commitment to the organization.
Proactively Leading change
We endeavored to do the right thing for our employees, our business, and our investors. This frequently necessitates pushing our sector and eliminating barriers to equal opportunities, ranging from recruitment to parental leave.
Our Values
Our values define everything at wealthzones. From our client service to our long-term company success.
Care
Every day, we recognize the good impact we have on our clients' lives. So, we actively listen and attempt to resolve their issues. Empathy is our most powerful characteristic and enables us to form relationships that no one else can.
Commitments
We stand up for our convictions. We act with boldness, honor our commitments, and accept responsibility for our work. We recognize the impact we have on the world and take the resulting responsibilities seriously. We shall do our part to combat the climate issue, ensuring that both people and nature are given their due regard. We are committed to a brighter future.
Community
We recognize the power that comes from working as one team - cooperating and winning together for wealthzones, each other, and our clients. We are founded on a bedrock of trust and esteem. Our strength stems from our relationship to one another, our clients and partners, and the communities in which we operate.
Confidence
The best is yet to come — for our clients, our employees, and society. Not only are we here to dream and invent for the future, producing value for our customers and shareholders, but we are also here to serve our community. We are courageous and enthusiastic, setting new benchmarks for ourselves and the competitors. With a degree of humility that is just as vital as the ambition that drives us.
Foundations of our culture
We value integrity
We adhere to the highest standards of ethics. The foundation of our interactions with clients and with one another is trust. We strive diligently to gain and maintain this trust.
We are a meritocracy
We place a premium on excellence and set the bar high in all aspect of our business. We aim to recruit, retain, and motivate the most talented and motivated individuals.
We are a innovative
We believe that continuous development is essential in an environment of constant change. Our emphasis on education and our entrepreneurial spirit allow us to adapt to the changing needs of our customers.
We are a collaborative
We demand and value collaboration; it is a defining characteristic of our culture. There is a sense of community at our company. Teamwork is prevalent.
We are humanistic
We acknowledge that lives and careers are not linear. Acceptance of the ebb and flow of life is fundamental to our identity.
We are humble
We are achievement-oriented, yet remain modest about our accomplishments and strive to learn from our errors. We take our work and ourselves seriously, but not too seriously.
We are a inclusive
There is no hierarchy among ideas. Our openness and transparency allow the interchange of ideas, providing each of us with a voice and a sense of responsibility. We respect constructive criticism for our personal growth and are prepared to provide it to others.
We value flexibility
We are committed to encouraging a flexible mentality and developing a hybrid work environment that allows employees to flourish on both a personal and professional level. We feel both the office and remote work are essential to our work paradigm in order to achieve the greatest results for our clients.
We are a Fiduciary
As a fiduciary, we put clients' interests first. We must act in their best interests, not ours, legally and morally. We value trust, honesty, and transparency in client relationships. Our professionals provide unbiased advice and recommendations tailored to each client's needs and goals. This approach helps us build long-term, mutually beneficial client relationships. We prioritize client service and support.
Our Vision Inspires Our Culture
We want to be the world’s best asset manager, respected for our people, performance, relationships, and organizational agility.
Our Firm Beliefs
- The interests of our clients always comes first
- We have a singular focus on the management of money
- Independent thinking shapes our perspective
Our Investment Approach
- Active managers committed to generating alpha
- Collaborative teams utilizing disciplined, risk-informed processes
- Forward-looking, data-driven analysis fueling actionable insights