Our philosophy
We regard our clients as partners in our business. We make it our mission to educate, empower and support you and make sure your financial situation meets your personal needs and goals.
We endeavour to work with clients who share common values, and we foster long term relationships built on trust and respect. Our unwavering focus is on delivering high quality services with the utmost integrity and professionalism.
Governance & risk management
Strong governance and risk management practices are embedded in our values, culture, processes, and organisational structure; they are central to everything we do across the business.
We measure our behaviour and practices against our values. Each team member must behave ethically, with integrity, and display consistent and uncompromising moral strength and conduct to build and maintain clients’ trust.
Developing investment strategies that reflect a level of risk that suits you is central to our advisory process. Vigilant risk management and monitoring are a fundamental element of our business.
Our values
Our business is guided by a series of values which underpin everything we do.
- Client-first
Our clients always come first, and all services are delivered with your best interests in mind. Our focus is to provide you with the peace of mind that comes from knowing your financial goals and objectives will be met. - Integrity
We act with integrity at all times and always do what we say we will. We listen to our clients, colleagues and peers with respect. - Excellence
We strive for excellence and quality in all that we do. We apply intellectual rigour and thorough analysis to all recommendations. - Ownership
We take ownership of your financial needs and are accountable for the delivery of professional services to meet those needs. - Independence
Without the constraints or conflicts that come with institutional ownership, we provide our clients with truly objective strategic advice and recommendations.
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Why choose Giles Wade?
Giles Wade has a strong record of partnering with private and multi-family office clients, trusts, charities, superannuation funds and intermediaries to create and preserve wealth.
Philanthropy
At Giles Wade, our philanthropic service has two focuses; to work closely with a range of not-for-profit organisations and help our clients realise their philanthropic aspirations.