About Us
WELCOME TO ELITE TRADE PARTNERS
Our purpose is to protect and enhance our clients’ financial future by attracting and empowering the brightest minds to provide investment leadership, innovation and sustainable thinking.
By living our purpose every day, we believe that we can realise our vision of building the most respected specialist active investment manager and trusted solutions and services platform in the world. As asset managers, our ethos is aligned with those we invest and work for.
We work diligently and with integrity to provide our clients with efficient access to investment opportunities and insights to help achieve their aspirations.
By putting their capital to work, we help pension funds in mastering the challenges of an ageing society, charities in maximising their impact and individual savers in moulding their future.
Setting your path
You’re unique, and so is your path to reaching your financial goals. We’re here to back you up with big ideas, practical plans and guidance every step of the way. It all starts with a single question: What’s your dream for what comes next?
How we make recommendations
We’re very selective about the investments we recommend. Because we know how hard you’re working to achieve the milestones that mean the most to you. And we want to make sure we’re giving you the best possible choices.
Investment Policy Committee
The Investment Policy Committee (IPC) defines and upholds the firm’s investment philosophy, which is grounded in the principles of quality, diversification and a long-term focus. The IPC provides guidance about financial and investment strategies, creating the guidelines your financial advisor can incorporate when developing personalized recommendations and strategies for your specific goals.
