About Our Company

We are a financial services company which is built on the foundations of responsible and sustainable investing, using global diversification and innovation in order to build successful investment portfolios, and adhering to firm principles of fiduciary and corporate responsibility. We take a long-term view to investing and the management of our clients’ financial portfolios, and we take the time to listen to our clients in order to understand your life objectives, and thus ensure that our wealth management policy is tailor-made for each client.

We have vast experience in providing high quality financial products to both individuals and institutional entities, and we take great pride in ensuring that we are able to offer the same investment opportunities to all of our clients. We adopt a multi-layered investment philosophy, and we are experts at finding rewarding investment opportunities, and then conducting the trades on behalf of our clients. We also cater to our institutional clients by offering investments within the private equity sector, and we undertake to manage each client’s investment portfolio in order ensure that your financial future is taken care of.

While we firmly believe that the key to financial independence is increasing your wealth through investing, we also believe that it is prudent to adopt a comprehensive view of your financial affairs, and we understand that there are many different facets to wealth management. Therefore, we ensure to construct carefully structured wealth management portfolios by offering a fully comprehensive service to our clients, including helping to set up your pension plan and provide you with insurance solutions, and we maintain long-standing partnerships with some of the world’s most prestigious brokers.

We believe in sustainable investing and including the ESG factor in any long-term investment strategies, and we firmly adhere to our social and corporate responsibility. We also believe that it is our responsibility to endeavor to help our corporate partners to become industry leaders in their sector, thus together building a financial network and business community with strong foundations. We also encourage our partner companies to become more accountable and maintain the same principles of social responsibility that we hold, especially towards their immediate community.

We as a company are always highly self-critical and in a constant state of internal analysis and evaluation, in order to continuously improve the service that we provide to our clients. We also maintain regular client portfolio monitoring in order to make sure that any current investment targets are always in line with the life goals and financial parameters of our clients. We also maintain a close watch on global geo-political events and technological advancements, since they can affect investment strategies, and we believe in always adopting a flexible approach to business management.

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“We take the time to get to know our clients in order to build long-term relationships based on honesty and trust”

Douglas McGovern • Chief Executive Officer

Our Partners