Culture & responsibility

Values, people and diversity lie at the heart of everything we do.

CdR values

The manner in which we meet our mission is defined in our core values which lie at the heart of all our work.

Our Values

Charities we support

When we give cheerfully and accept gratefully, everyone is blessed.” (Maya Angelou)

CdR supports approved charities
that our employees care about.

Our Charities


We maintain rigorous corporate governance practices that ensure effective oversight and strong accountability.

We are signed up to industry standard groups including the Standards Board for Alternative Investments (SBAI), the UK Financial Reporting Council’s Stewardship Code, the FCA Principles for Approved Persons and are a member of the Alliance of Swiss Wealth Managers (ASWM).


We are committed to ongoing sustainable solutions and the reduction of our carbon footprint. We have therefore teamed up with Planet Mark and are proud to announce that we have achieved our Year 2 certification.

Our Carbon Offset Projects

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