If you run a financial services firm that has grown significantly, there comes a time when you start to think beyond founding principles and begin to consider how you’re managing people and systems. Are you actually doing what you say you’re doing for your clients? Or to put it another way, are the processes and procedures that you’ve created working the way they should be?

Our decision to pursue a Centre for Fiduciary Excellence (CEFEX) certification grew out of a desire to test our systems and ensure that our clients receive the highest quality services. CEFEX is a global independent organization that evaluates whether an investment fiduciary is being managed according to international industry best practices, and is therefore trustworthy. Certification is not a one-time event; it’s a process that you go through annually. For us it has been a tremendously useful way to improve our procedures.

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