Our mission is to help individuals and corporations to determine and achieve their financial and fund raising goals through a comprehensive financial planning process. Our role is that of an independent and trusted financial counselor, providing personalized service with uncompromising integrity...
Our Global Wealth Management model is centered around that of an External Asset Manager. Global Private Group has agreements in place with various globally acclaimed custodian banks. Our business model gives us the independence to advise on multiple custodian banks in comparison to being constrained by a single set of in house solutions...
Global Private Group’s culture emphasizes teamwork and a collaborative approach. As a meritocracy, Global Private Group recognizes and rewards talent and innovation, rather than position and tenure, while encouraging training and development among its staff. Global Private Group applies an intellectual rigor to its strategy and day-to-day management, questioning each decision on the basis of its value to clients.
The group’s culture is expressed through five guiding principles:
- Winning together - We operate seamlessly across geographies and functions as one wealth management group. We look for opportunities to help others accomplish goals in investment banking, asset management, etc. and actively contribute to the firm's successes. We have a low tolerance for bureaucracy and politics, and invite open discussion.
- Client focus - Our clients’ interests always come first. We are committed to flawless execution and going the extra mile for clients. We deliver on promises but never promise what we can’t deliver. We stress innovation, creativity, quality, and dedication and are always solutions-driven.
- The best people - We strive to hire, develop, and retain the best professionals in the business. We recognize, foster, and reward merit, while encouraging training and development to maintain and enhance our professional expertise. We are committed to valuing and leveraging diversity in our people. Our commitment to diversity has been embedded through group’s wide support of employee networks. The networks work in partnership with the group to foster an inclusive environment and raise diversity awareness within Global Private Group. Senior managers across the group are committed to ensuring that diversity is integral to our business strategy through their membership of global and regional diversity committees and their support of strategic diversity action plans.
- Trusted - We expect the highest ethical standards to be maintained and seek compliance with the law and regulations. We acknowledge mistakes and encourage constructive disagreement. In everything we do, we focus on the processes and controls to protect the Global Private Group brand.
- Pioneering - Our pioneering spirit delivers superior solutions for our clients. There is widespread awareness and pride in our firsts, evidence that we are already delivering an inventive spirit. It strikes a chord with each of us individually, making us feel that we have lots of ideas to contribute. It also suggests an energetic, ideas-centric, creative organization - something each of us would feel proud to be part of.