Artificial Intelligence
Long-Term Investing
Celebrating five decades of serving you
In today’s rapidly evolving world, it can feel as though fewer things than ever stand the test of time. Trends come and go. Tastes morph in an instant. Even established institutions give way as the sands shift beneath them.
It’s against that backdrop that we at Capital Group Private Client Services are proud to mark our 50th anniversary. We believe this milestone reflects a simple but timeless philosophy: We place clients at the center of all we do. Our founders believed in always doing what’s right for clients — and that principle guides us to this day.
Naturally, financial services revolves around numbers. Wealth projections, corporate earnings and investment returns fill our days. But as critical as those are, what’s most important are the personal connections we have with each of you. This extends well beyond traditional wealth planning. It means really knowing you and your loved ones as people so that we can tailor your wealth plan to your personal dreams.
Our values are reflected in the structure of Capital Group itself. As a privately held company, we are intentionally designed to avoid short-term pressure from public shareholders. As Keith Piken, the president of Capital Group Private Client Services, points out in his opening letter on page 2, we don’t pursue inorganic growth through mergers because it would divert our attention from serving clients.
As you probably know, Capital Group Private Client Services began as a “family office” managing money for Capital Group executives and their families. We’re proud that many current and former Capital Group senior leaders are clients.
As we embark on the next half century, we remain as committed as ever to our core principles. It’s our honor to have worked with many families for generations. Thank you for trusting us and the work we do for you. We know that trust takes time to build and sustain — it’s a privilege we don’t take for granted.
Explore topics
Related Insights
Related Insights
-
-
Equity
-