“To be Earth’s most investor-centric company, where investors can trade and invest on a decentralized platform.”
This can only be achieved by staying close to our clients to understand their near and long term investment objectives. From unit linked savings plans to discretionary portfolio management, Eva-Peck’s experienced team of globally based analysts are committed to building strong relationships to deliver a customised option to our investors. Combine this with strong ties to our intermediaries, direct access to broker dealing desks and state of the art pricing software and therein lies the key to modern-day asset management.
Our goal is to make your wealth management experience simpler and ultimately more gratifying. To achieve this, we collaborate with you with the utmost discretion and confidentiality to understand your particular circumstances regarding your family, your future and your wider ambitions and aspirations. Through this process, we become your trusted adviser in matters that may go beyond just investing in liquid assets; we seek to consider wealth management in its widest sense.
You decide your desired level of involvement with your finances, whereas we apply an investment strategy that is best suited to your profile. We then add the operational platform designed to assist you in achieving your goals. Moreover, we heavily invest in technology to enhance client service and augment client experience. We strive in finding bespoke solutions to the issues that concern you and assist you in making informed decisions by offering transparency and know-how. We focus on results in an agile and versatile manner.
Our goal in practice becomes the achievement of your goals.
We work for – and are solely compensated by – you; yours are the only interests we serve
Making a Positive Impact
We seek to drive economic growth and make a positive impact. We do this by using extraordinary people and flexible capital to help companies solve problems, and to engage with our local communities.
Providing Financial Security
We serve investors around the world, including retirement systems that represent tens of millions of teachers, firefighters and other pensioners. Our investments are designed to preserve and grow our clients’ capital across market cycles.