To preserve and increase wealth in a sustained and sustainable manner, throughout the generations, under strict risk management and solid corporate governance, to contribute to the growth of our clients and employees, as well as that of society.
To become over the next five years an investment and services institution that is example of trustworthiness, profitability and efficiency, based on our ethical and professional standards.
We offer security to our clients, shareholders, and employees in managing, safe-keeping, and supervising their wealth.
We behave with integrity and justice at all times and with everyone around us.
We honor our institution through our commitment, gratitude, and respect, which is mirrored in our compliance with our daily work.
We act with caution and diligence in managing risk when making decisions.
We are a company consciously committed to human beings, family, society, and our environment, which is reflected in our personal and professional behavior.