Connect
Joining the dots to drive change for a better world.
Connect
Scroll down to explore
our Connect story
our Connect story
Which way?
My way.
Which way?
My way.
By combining the very best of our digital capabilities with over 160 years of wealth management expertise and insights, we’ve moved investing into the twenty-first century.
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USD billion in assets
1
reached just
six months after launch
six months after launch
USD billion in assets
3
reached in under
a year
a year
more than
4,500
clients used solution
by 31 December 2021
by 31 December 2021
over
1,700
portfolio adjustments
made by clients
made by clients
...this and other great achievements done while we were...
Hybrid working
During the first lockdown we started having a team huddle every morning and have kept it post return to office to make sure no one feels left out wherever they’re working.
Being forced to work from home certainly opened our minds to alternative ways of working.
There’s definitely a balance to be struck between flexibility and retaining some structure.
I had to learn to trust my team in a way that I didn’t have to consider before.
During the first lockdown we started having a team huddle every morning and have kept it post return to office to make sure no one feels left out wherever they’re working.
Being forced to work from home certainly opened our minds to alternative ways of working.
There’s definitely a balance to be struck between flexibility and retaining some structure.
I had to learn to trust my team in a way that I didn’t have to consider before.
...with a focus on clients,
as always...
as always...
Remote
Sales & Advice
Remote
Sales & Advice
When the world went virtual, our meetings with clients did too.
Read the full article to see how we deal with remote adviceHow it works?
1
Call us or arrange a call-back to set up an appointment.
2
We confirm the appointment by phone and answer any initial questions
3
You will receive a Zoom link to the consultation via email.
...using technology as
an enabler...
an enabler...
Transformation for the firm,
transformational for clients
Increasingly, agile will be an essential tool to deliver on our client promise of a personalized, relevant, on-time and seamless experience.
Mike Dargan
Chief digital and information officer
For employees, agile means moving away from traditional forms of governance, to create a more flexible, more productive firm.
Stefan Seiler
Group head of human resources
...for us, business also happens in
entertainment venues...
entertainment venues...
ÃÛ¶¹ÊÓƵ Arena
To thrill fans and support the community
Was designed and built in accordance with the strictest environmental, sustainability and energy standards.
Ten thousand jobs were created during construction, with plans in place for 30 percent of permanent jobs to go to residents of its surrounding neighborhoods.
Thirty percent of construction funds were earmarked for state-certified minority and female-owned businesses.
...partnerships are a big part
of what we do...
of what we do...
Connecting Mount Fuji
to the Matterhorn
This joint venture is the first between a global financial group and a domestic trust bank in Japan.
Read the full article to see how we’re continuing to expand and make strategic moves
How we empower
and inspire.
and inspire.
