We believe in the power of partnerships.

PARTNERSHIP AND SUPPORT

We invest in our relationships.

Cultivating our relationship with advisers is a cornerstone of our business.

For decades upon decades we’ve been working alongside you. Meeting you in offices from Singapore to Sydney, London to Luxembourg and Michigan to Miami, we work hard to understand your business and help you succeed. We seek to build long-term relationships with a focus and scale.

We make long-term commitments.

As an adviser, helping your clients achieve investing success is the core function of your job.

It takes more than market know-how. It’s about trust, honesty and confident advice.

That’s why we make the commitment to understand your needs so we can be a trusted partner for the long haul. When the industry changes, we change too. When technology evolves, we evolve with it. When your needs change, we seek to adjust our service to match. And because we are privately owned, we can keep investing in the people, technology and infrastructure that we believe generates better outcomes for you and your clients.

We understand that it’s about lives, not only livelihoods.

We know that to support your clients, you need more than just the right range of investments.

Being a financial adviser means that sometimes you also have to be a coach, guidance counselor or trusted friend.

That’s why our offer goes beyond investment choices. We can help your client conversations with market and investment insights and guides. We look to support you in three ways: through distribution and service, industry engagement, and products and innovation. This way we can make sure we offer holistic support for whatever you need, whenever you need it.