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Portfolio Management
Risk Management
Team Management
Family Office Governance
Effectiveness and Productivity
Our top priority is achieving the highest level of team effectiveness and maximum productivity. This is accomplished by having the best specialists in their field who can collaborate efficiently.
The key criterion in developing products for our clients is the speed of implementation and maximizing quality. We adhere to the principle of continuous improvement and ongoing enhancements. Regular efforts aimed at constant improvement are preferable to sporadic breakthroughs.
To ensure continuous improvement and ongoing enhancements, we are challanging everything even if it was perfect for yesterday and encouraging Curiosity, Initiative, and Proactivity.
Decision-making, Risk, and Accountability
Every team player is capable of making independent decisions within their domain.
Each team player takes responsibility, commits, and demonstrates discipline in achieving goals.
A risk-taking culture ensures our superiority over competitors. We don’t crave certainty; we seek victory.
Team cohesion encourages us to take risks, acknowledge mistakes, and turn them into successes.
To achieve market leadership, we create conditions for unlocking each team member’s potential. All participants should feel psychological safety and the opportunity to express their thoughts freely.
We cultivate social sensitivity, the ability to “step into colleagues’ shoes,” to truly hear and understand each other.
We provide and accept feedback focused on productivity and devoid of judgment.
Every player must be ready to offer and receive assistance from colleagues.
High levels of freedom and responsibility act as the best controller. Every action we take is guided by the principle of “this is the best decision in the company’s interest.”
Recognition of Achievements
Celebrate victories; otherwise, they’ll cease to come.
We don’t hide even the smallest victories from colleagues.
Let’s celebrate victories, no matter how small.
Conflict Management
Conflicts are inevitable and essential for progress and growth. The leader’s main role in conflict management:
Steer the team away from emotional judgments.
Ensure equal opportunities for all participants to be heard.
Focus the team on finding optimal solutions and adhering to company values.
Participants in the conflict must commit to decisions made and act accordingly.
What We Do Not Tolerate (Zero Tolerance)
Leakage of commercial information.
Concealing errors leading to losses.
Evading responsibility and commitment.
Indifference to solving client problems.
Theft and fraud.
Deception and disrespect toward colleagues.
Protecting Our Values
To preserve our values, we openly address any violations with any person in the company and offer assistance in rectifying them.
If anyone observes a value being compromised, they must halt the team’s work, gather everyone to rectify the violation, and resume work afterward. The leader of such an employee must thank them for their attention to the team’s values.
The best defense of our values lies in discipline and consistent application. We resemble professional sports, where the goal is achieving the highest results.
How Our Values Manifecst
Our values are evident in who joins us, who stays, who is recognized, and who leaves.
Criteria for Team Selection and Promotion
We choose individuals with high self-motivation
From the motivated, we select those with high potential
From the potential candidates, we choose those unafraid of making mistakes
Each player should enhance team synergy. Team productivity always prioritized over individual productivity
Leaders in Our Company
Our leaders are self-demanding and expect the same from their teams. They are decisive, highly motivated, and flexible in achieving goals and personal growth.
How we can help you
We provide family offices with a comprehensive range of services to help them define, plan and execute their long-term strategies.
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