Mission / Values
WE ARE A FIDUCIARY TO OUR CLIENTS
We are a fiduciary to our clients Our ambition is to accompany you in life-giving you everything you need to have the courage to go forward. We offer our 2.1 million customers in more than 60 countries a wide range of products, services, and solutions in insurance and asset management. Their interests come first—always. We speak with the courage of our convictions. We say what we do and do what we say. We have a responsibility to be the voice of the investor, and we represent each client fairly and equally.
WE ARE ONE GIANT TRADES
Planning and investing for retirement or something else? We have the tools, people, and resources to help you reach your goals. We know that the best solutions result from the ideas and contributions of a diverse team of partners. Diversity strengthens us and delivers better results for our clients. We expect our employees to have a strong working knowledge of the firm beyond their core responsibilities. Constant communication is critical to our success.
WE ARE INNOVATORS
Continuous innovation helps us bring the best of Xcell Invest Ecport to our clients. Innovation requires us to be respectfully anti-bureaucratic, to challenge the status quo and not be afraid of failure. We’re proud of our long history of innovation, and that history of introducing new and innovative approaches across our entire business has been the foundation of our success.
WE ARE PASSIONATE ABOUT PERFORMANCE
We are passionate about our work and intensely focused on performing at the highest levels. Our success requires that we out-think and out-work our competitors. We prize strong subject matter expertise and an insatiable appetite to learn. With approximately 50 billion dollars assets under management, we are one of the largest asset managers in the world, managing assets with active investment strategies. We help private and institutional clients develop their investment portfolios and protect their wealth. From fixed income to equities to alternative investments, we give clients access to our global network of world-class investment specialists.