Who we are

We are an investment management firm specializing in global asset management, financial advisory, risk management, and tax advisory services for affluent and institutional clients around the world. Our relationships involve high-net worth individuals, pension funds, insurance companies, investment management companies, trusts, foundations and endowments amongst others.

Our firms’ culture has created a real performance-driven environment aimed at meeting the investment objectives of our clients. As fiduciaries, our client interests are permanently aligned with our advisors and portfolio managers. We develop highly-customized investment solutions that are the source of pride for the investment team. Genesis’ dedicated client support system assists clients though a variety of their life’s challenges. Our firm is committed to accountability, utmost integrity, and collaboration, which we believe is the foundation for long-standing relationships.

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Mission statement

The fiduciary standard demands that we are guided by the highest level of ethical conduct, while ensuring the utmost confidentiality of our clients’ information. We strive to deliver genuine value to those whom we serve. All services will be delivered in accordance with the following standard of care:

Put the client’s best interests first;
Act with due care and in utmost good faith;
Provide full and fair disclosure of all material facts, and fairly manage all material conflicts of interest.

Being a fiduciary is to champion the value of investment advisory services, always advancing the needs of our clients by providing professional services of the highest quality. We strive to develop our capabilities to anticipate and satisfy client needs, always placing their interests ahead of our own. Further, we aim to help each client achieve their financial hopes and dreams.

Our dedication to competence and lifelong learning is paramount in addressing the needs of those we serve. We build open, inclusive long-term and respectful relationships, which allows us to collaborate in order to achieve our goals.

The public expects to experience the utmost level of confidence, trust and clarity in relationships with professionals trained in the distinct process and discipline of investment services. We recruit individuals who have the attitude and capacity for service, learning, and growth, regardless of race, color, gender, religion, age, ethnicity or disability.