Chairman Message

  • Our strategy

    Our strategy focuses on achieving growth and globalisation by delivering excellent performance and service to an increasingly diverse client base.

    We aim to deliver a sustained period of organic growth, attracting net new money from clients at a higher rate than that of our industry peers. We will supplement this organic growth with value accretive acquisitions. By 2018, we will have established a truly global footprint, infrastructure and mind set. Our success in delivering our strategy depends on strong execution of our business plans but also on being agile enough to assess changes in market conditions and respond where appropriate to opportunities and threats.

  • Our Delivery

    DELIVER first-class investment performance and service to our clients

    Investment performance remained consistently strong, with 81% of funds outperforming on a three year basis.
    Continued embedding the fair treatment of customers into the firm’s business model, including:
    Appointment of Customer Champions in the US and Asia.
    Global roll out of annual Customer Interests Staff Survey.
    Relaunch of mandatory Customer Interests training for a global audience.
    We aim to deliver a sustained period of organic growth, attracting net new money from clients at a higher rate than that of our industry peers. We will supplement this organic growth with value accretive acquisitions. By 2018, we will have established a truly global footprint, infrastructure and mind set. Our success in delivering our strategy depends on strong execution of our business plans but also on being agile enough to assess changes in market conditions and respond where appropriate to opportunities and threats.

  • Our Investment

    EXPAND our global investment offering to meet the current and future needs of our clients

    The core capabilities we require to meet our 2018 objectives are in place, but we will continue to evaluate new opportunities to deliver value to our clients.
    Organic build of an Emerging Markets Equities team to add to the 2014 build out of Emerging Markets Debt.
    New offerings at or close to their three year track records in global equities, high yield credit, absolute return bond and multi-asset.

  • DIVERSIFY our business

    Good progress in the US, with 27% of Orion Finance’s total net flows in 2015 into the US Mutuals range and a significant recovery in investment performance at Henderson Geneva Capital Management since the acquisition closed.
    Acquisitions of Perennial Fixed Interest, Perennial Growth Management and 90 West in Australia to expand investment management capabilities and client reach.