Trust means everything to us – earning the trust of our clients is the reason we treat regulation and compliance with the greatest respect.

We have strategically built our business in the most heavily regulated financial markets in the world, as a mark of our commitment to exceptional service and high ethics. Our Business Model places compliance at the very core of our organisation to ensure our clients receive the best possible regulated financial planning advice.

At the helm of the organisation is our Advisory Board. The board addresses matters of importance in accordance with corporate governance. Our strategic advisers are drawn from backgrounds in Compliance, Legal, Corporate Banking, Credit Management, and Asset Management. They offer guidance and support on important decisions relating to the company’s strategy, business plan, acquisitions, investments, funds and growth.