Our Mission

Why we Exist

Our mission is to help individuals and corporations to determine and achieve their financial and fund raising goals through a comprehensive financial management process. Our role is that of an independent and trusted financial counselor, providing personalized service with uncompromising integrity.

Our Vision Statement

What We Strive For

Our vision is to enrich the lives of our clients and to have a positive impact on our community,
profession, and workplace. By achieving this vision, we strive to become the best financial
solutions firm – worldwide.

Our Values

What We Stand For

  • We pledge to place our clients’ interests above all else.
  • We seek to instill peace of mind in our clients through the wealth management process and by providing advice that is second to none in our industry.
  • We strive to communicate frequently and proactively in a manner that allows clients to understand their situation, our advice, and the reasons behind our advice.
  • We seek to make our community a better place to live by maintaining the highest ethical and moral standards in conducting our business, and by being active, individually and as a company, in community activities.
  • We strive to improve our profession through our conscientious and quality business practices, involvement in our professional societies and meetings, and matchless reputation for quality of work and professionalism among our peers.
  • We strive to help our employees reach their professional and personal goals through a harmonious and productive workplace that leverages technology, professional and interpersonal skills.
  • We seek to treat all of our clients and employees with integrity, respect and concern for their personal and professional lives, so that they are proud to be associated with Global Private Equity Partners.

Our culture is expressed through
five guiding principles

Winning together

We operate seamlessly across geographies and functions as one wealth management group. We look for opportunities to help others accomplish goals in investment banking, asset management, etc. and actively contribute to the firm’s successes. We have a low tolerance for bureaucracy and politics, and invite open discussion.

Client focus

Our clients’ interests always come first. We are committed to flawless execution and going the extra mile for clients. We deliver on promises but never promise what we can’t deliver. We stress innovation, creativity, quality, and dedication and are always solutions-driven.

The Best People

We strive to hire, develop, and retain the best professionals in the business. We recognize, foster, and reward merit, while encouraging training and development to maintain and enhance our professional expertise. We are committed to valuing and leveraging diversity in our people. Our commitment to diversity has been embedded through our wide support of employee networks. The networks work in partnership with the group to foster an inclusive environment and raise diversity awareness within Global Private Equity Partners. Senior managers across the group are committed to ensuring that diversity is integral to our business strategy through their membership of global and regional diversity committees and their support of strategic diversity action plans.

Trusted

We expect the highest ethical standards to be maintained and seek compliance with the law and regulations. We acknowledge mistakes and encourage constructive disagreement. In everything we do, we focus on the processes and controls to protect the Global Private Equity Partners brand.

Pioneering

Our pioneering spirit delivers superior solutions for our clients. There is widespread awareness and pride in our firsts, evidence that we are already delivering an inventive spirit. It strikes a chord with each of us individually, making us feel that we have lots of ideas to contribute. It also suggests an energetic, ideas-centric, creative organization – something each of us would feel proud to be part of.

ABOUT US

OUR CULTURE

Global Private Equity Partners’ culture emphasizes teamwork and a collaborative approach. As a meritocracy, Global Private Equity Partners recognizes and rewards talent and innovation, rather than position and tenure, while encouraging training and development among its staff. Global Private Equity Partners applies an intellectual rigor to its strategy and day-to-day management, questioning each decision on the basis of its value to clients.

about us

OUR GUIDING PRINCIPLES FOR
WEALTH MANAGEMENT SUCCESS

  • To build a financial institution based on client intimacy, product leadership, service and operational excellence
  • To build a knowledge-driven business and encourage creativity, offering bespoke financial management solutions for clients and endeavor for superior returns
  • To maintain the highest possible standards of ethics and integrity in corporate governance
  • To inculcate a meritocratic work environment with respect for individuals, fostering teamwork and collaborative efforts
  • To inspire a sense of ownership and commitment among all team members and cultivate a corporate culture of excellence