Corporate Values & Governance
Our values, our drive
“Do not strive to be a success, be of value to others” *
Aim at providing value to others, and success will be inevitable.
*Albert Einstein
Our approach
We believe that exclusivity and discretion are essential values to our success in managing confidential private wealth connections.
We commit to providing our clients with the highest level of service, and we believe that our Corporate Values & Governance do help us achieving precisely that.
Exclusivity
We only work with high-net-worth individuals and business owners who are serious about finding the right investment opportunities.
Discreet & Confidential
We understand that our clients’ privacy is important. We will never share your information with anyone without your permission.
Culture
We believe that culture is a great way to bring people together. Cultural performances help us introducing our clients to foster new relationships.
Our ethics & principles
We believe that the nobility of the spirit, trust, loyalty, and deep understanding are essential to establish solid and long-lasting connections.
We commit to maintain the highest standards in Corporate Values & Governance and moral principles that earn us the respect and confidence of our clients. Our values are:
Nobility of the spirit
We champion to treat everyone with respect and dignity, from any position of wealth or status.
We endeavour to providing our clients with a high-touch, personalized service that reflects our respect for them.
Trust & Loyalty
We understand that trust is essential in any business relationship, and that loyalty is earned, not given.
We promise to being loyal to our clients by always putting their interests first.
Deep connections
We believe that deep connections are essential for building lasting relationships.
We commit to getting to know our clients on a personal level, ato better understand their needs and goals.
These values guide our actions and help us to provide our clients with the best possible experience.
WHO WE SERVE
Private Wealth Services for
Private Wealth Owners
Connecting the Wealthy with Opportunities
We understand that finding the right investment can be a complex and daunting task. That’s why we take the time to get to know our clients and their needs.
Business Owners
Private Networks for Business Owners
As an entrepreneur or start-up, finding the right investors can be a daunting task. Our network provides a platform that connects you with Private Wealth Owners.
Who we are
Experienced private wealth professionals.
Carlisle Place & Partners is a team of experienced private wealth professionals, with a deep understanding of the private wealth market.