Mission
- To nurture staff and consultant acquiring skills and expertise towards achieving a fulfilling and long career with us.
- To manage funds based on fundamental research and long term investment strategies to deliver superior returns for investor
- To be innovative efficient and effective in delivering an enriching and holistic customer service throughout their investment journey with us.
- To be dynamic in developing ideas and capitalizing on opportunities to sustain our leading position in the evolving industry landscapes.
Values
- We strive to deliver excellent products, distribution, services and financial planning
- We are committed to meet expectation of our stakeholders - Unit Holders, UTC, Staff and shareholder alike
- We commit to the highest ethical standards in all our dealing
- We care for our stakeholders, the environment and the community
- We value the power of working as a team to achieving great success
- We constantly come up with fresh ideas and methods to maintain our position as the best in the industry.