Other Policies

Anti-Money Laundering

We ensure alignment to Anti Money Laundering (AML) regulations and protect the business and its future ventures through stringent onboarding and due diligence processes. By utilising trusted and regulated vendors, we ensure that we maintain the highest standards with clear and precise risk flagging procedures that feed directly into our board of directors and management team. (Updated 21/08/2022)

Data Protection

We take data security seriously and understand that to protect all of our clients, we must ensure that adequate and robust security measures are in place. We enforce data protection regulations from the ground up through internal protocols, policies, and awareness, which are underpinned by our appropriately qualified vendors.

Supply Chain Management

We expect our suppliers, vendors, and partners alike to abide by the exceptionally high standards we ourselves maintain. We complete thorough due diligence on all suppliers prior to any onboarding and equally monitor their performance to ensure that they uphold compliance and legal obligations, as well as mitigate risk to delivery.

Continuous Risk Assessment

Compliance is dynamic and evolving. As an asset management company operating across borders with multiple third parties and financial institutions in many different jurisdictions, the company undertakes continuous risk assessments. This dynamic and continuous risk assessment is designed to not only protect the team, Principals and family members who are directly involved and responsible for the governance of the business, but also to protect the company’s clients.

Ethics and Conduct

The foundation of our business is the relationships we have built – all of which are based on trust, honesty and integrity. We operate in a fair, legal and transparent manner with clearly defined processes for disclosure. We set ourselves apart from competitors through our upstanding ethics and values.