Who We Are?
InvestWell is established to be a global platform for providing investment and wealth management services that enable institutions and individuals to succeed in markets all over the world.
At InvestWell, partners lie at the heart of our business. We believe that our success is driven by ensuring that our investment products and services are highly responsive to the unique needs of each of our investment partners. We work hard to understand their needs and create customized solutions accordingly, either simple or sophisticated.
Investment success of our partners is our ultimate priority. We aim to deliver their expected investment outcomes through dynamic investment approaches.
Satisfying the investment needs of our investment partners and creating maximum value for their investments.
Being a pioneering international investment management firm.
- We do not win at someone else’s expense.
- Our investment philosophy, which integrates sustainability research with traditional financial analysis, affords us the highest opportunity to deliver outstanding investment results.
- We just do reasonable investing.
- One of the most important features of InvestWell is our passion for continuous development to come up with unique investment models. We create opportunities and turn them into real investments.
- We are committed to investor benefitoriented approaches and we make partner-focused investments.
- We respect individuals and the communities in which we live and work.
- We respect each other, value diversity and work as a team to meet our goals.
- We value our people, encourage their development and reward their performance. We are good citizens in our communities.
- Integrity and honesty are the bedrock of our business. We expect the highest ethical standards in our work and personal lives.
- Effective communication is critical to teamwork and to our relationships. We encourage and cherish hearing different viewpoints and respectful challenges to consensus opinions.
- Diversity in the broadest sense is critical to drive our success. A welcoming work environment, where individuals can bring the totality of their experience and perspectives is an invaluable contributor to greater economic success.