Investment Culture

Our purpose is to help more and more people experience financial well-being. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come.

Our Commitment

Everything we do is guided by these principles, which define our character and culture; they have been at the core of LeadNorth since its inception. These enduring qualities are the shared convictions that we bring to our professional and personal conduct. They are a fundamental strength of our business.

1

Accountability

We take ownership for our work and place the interests of our clients above our own. We believe trust is a necessary component to a successful client-advisor relationship. We achieve and secure this trust by actively monitoring and thoroughly researching investments.
2

Providing an Exceptional Client Experience

We are committed to remaining transparent, putting clients first, and delivering personalized service to every client. We conduct business with integrity and provide recommendations that are best suited to our clients' needs. Research is an integral part of our Portfolio Management process allowing us to customize investment portfolios for our clients.
3

Building Lasting Client Relationships

We provide expertise in a wide range of services which enables us to assist clients through all life's stages, for financial objective such as education, wealth planning and retirement. Our goal is to be an integral part of our client's lives and the main point of consultation for all life decisions.
4

Foster Growth & Happiness Within Our Team

We are committed to the continuous development of our team and focus on promoting from within. We believe that employees who are valued and feel fulfilled in their roles, in turn, take care of our clients.

5

Collaboration

We utilize the strengths of our team members so that we can provide our clients with the best service possible. We work openly through a shared vision and goals which enable us to deliver greater success to our clients.

Our Distinctive Investment Culture

LeadNorth has always been managed with a perspective of achieving successful growth over the long term. Our management has consistently sought to focus on the best outcomes for our business and investments over a period of years rather than on the short-term impact.

INNOVATION & CREATIVITY

Creative perspectives are essential for producing value-added results for the company. Our portfolio managers have complete autonomy and are free to take investment risks within a well-defined framework. We believe that team autonomy and investment independence preserve the purity of each team's investment process while enhancing the innovative insights that lead to value development.

HARMONISED INTEREST 

Through our progressive collaboration incentive scheme with our investment professionals, it encourages our investment teams to emphasise long-term outcomes that match our clients' investment goals. We believe the model establishes, fairness, consistency and stability of the company.

CONCENTRATION

As a regulated firm, there are numerous regulatory requirements that must be followed at all times. As a result, as the firm grows, the operation becomes more complex, affecting the investment process in the long run. It becomes critical to motivate our investment team to focus on their investment processes in order to achieve exceptional results. We have a well-experienced business management team that is distinct from all other teams, and this achieves the goal of maximising the time spent by our investment teams on daily investment decisions.

LONG TERM DEVELOPMENT

To maximise the growth value of our investments, we continue to build our talent and investing capabilities with an entrepreneurial mentality. We are looking for investment opportunities that are in line with creativity, sustainability, and global trends. To keep our business appealing to clients and industry professionals, we are constantly looking for ways to expand our operations in ways that maximise long-term career opportunities for our investment professionals while also providing competitive investment solutions.

Disclaimer
This website is strictly intended for informational purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment or advisory service, or a recommendation of any such security or service, that may be referenced on or through this site. No representation is given that the securities, products, or services discussed on, or accessible through, this site are suitable for any particular investor. You acknowledge that the provision of any information through this website shall not constitute or be considered investment advice. This website should not be considered as communicating any invitation or inducement to engage in investment activity in any jurisdiction and shall not be transmitted, disclosed, copied or relied upon by any person for whatever purpose, and is also not intended for distribution to, or use by, any person in any country where such distribution or use would be contrary to its laws or regulations.

All content and opinions expressed are subject to change without notice. Any forecasts, figures, opinions or investment techniques and strategies set out are for informational purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. Although every reasonable care has been taken to ensure the accuracy, completeness and objectivity of the information contained in this material, no representation or warranty, whether express or implied, as to its accuracy, completeness and objectivity and accept no responsibility or liability relating to any losses or damages howsoever suffered by any person arising from any reliance on the views expressed or information in this material.

Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. Asset allocation and diversification does not guarantee investment returns and does not eliminate the risk of loss. Both past performance and yields are not reliable indicators of current and future results. Please consult your own professional advisors about the suitability of any investment product/securities/ instruments for your investment objectives, financial situation and particular needs. 

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