With our huge success, unsurpassed within the investment industry, comes the responsibility to continue to offer our clients the highest possible levels of integrity, professionalism and service. This is a promise and a responsibility that we do not take lightly.

Our key service offerings rely on three promises to our clients:

• Continuity
• Communication
• Flexibility

Hansa Equity is committed to delivering our clients exceptional personal services based on these three service promises, which form the cornerstone of our business strategy and also reflect the character and philosophy of our company, our staff and our approach to offering professional investment services to those that choose to work with us.

 

Continuity

Hansa Equity's philosophy towards client relationships has, to a large extent, been shaped by the extensive experience of our management as well as the shortcomings regularly associated with our industry.

We have heard time and time again that foremost amongst our client's needs is the continuity of contact with someone whom they know and who is familiar with their personal financial affairs and goals. Through continual development of our teams, support and a great working environment our employee retention is possibly one of the highest within the industry, meaning our clients can be certain that they will always be in contact with someone who knows their personal goals.

This most basic of requirements - a familiar voice on the end of the phone or a friendly face in a meeting - is something that is so often missing with many investment organisations.

As owners of the business, our principals will only ever recruit associates that can demonstrate they are committed to Hansa Equity for the long term and can recognise that this continuity will be key to maintaining lasting relationships with our clients.

Communication

Hansa Equity promises to hold regular meetings with all clients throughout the year, aiming to suit the preferences of each individual investor where possible. These meetings will be conducted either face to face or via telephone but will always be set with the goal to ensure that any clients that have chosen to entrust us with their financial aspirations are always fully aware of the status of their managed portfolio and are also able to speak directly to the investment decision makers.

 

Flexibility

Hansa Equity has the flexibility to deliver extensive wealth management solutions and standards of service that go beyond industry norms.

Our independence and our policy of never out-sourcing day-to-day strategy execution and stock selection decisions is key to our success and flexibility.

Free from the constraints that are inherent in larger organisations, our approach to recruitment means that we are able to focus on those investment professionals that demonstrate a talent that is broader, yet at the same time more focused, than any single investment provider can offer.