​At Unigestion, we believe that the key factors underpinning a successful asset management company are; values, discipline, creativity and performance. These are essential attributes which throughout the 40 years of history at Unigestion have not changed.

Values: At Unigestion, being privately owned allows us to be wholly independent in our thinking process. We are loyal, committed and transparent to our clients, our employees and our shareholders.

Discipline: We have long learnt that a solid infrastructure, a thorough investment process and state of the art reporting are essential to foster confidence and long term relationships. Day after day we have to strengthen, structure and formalize our expertise seeking constantly to improve our research and processes.

Creativity: As an active manager, we have to fight every day to be at the leading edge of value creation techniques. We create the best possible office environment to attract and keep talented individuals who will enable us to reach this goal. A comprehensive infrastructure and a strong investment discipline enable us to provide enough thinking freedom to deliver original strategies which differentiate Unigestion from its competitors.

Performance: Asset managers live and die by performance. Even if we aim to always deliver first quartile performance we will not always succeed. Our investment strategies will have good and bad times. We are true to ourselves and to our clients and we will explain which strategy makes sense in which environment and how it behaves in different market conditions. Focused, convinced and passionate about capital preservation we also understand what it takes to protect and build the assets of our clients.

Unigestion is not simply an asset gatherer solely motivated by the size of its assets under management or its return on equity. Our goal is to offer our clients the best long term solutions to meet their investment needs. This is how for the last 40 years we have steadily grown our business and this is how we will continue.

Our USD 195 million of shareholder equity and our unleveraged balance sheet provides us with the necessary means to invest and take whatever action is required to improve the future of our clients, employees and shareholders.

Thank you for your confidence,

Bernard Sabrier