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## Committed to your investments

Our dedicated teams work with our clients to provide attentive service and bespoke solutions to help them pursue their long-term investment goals. We are committed to being a genuine partner and are here for them every step of the way.

Arlington Capital Partners Arlington Capital Partners division is firmly rooted in three guiding principles that permeate throughout all our portfolio-management and client-facing teams:

## Agility.

Agility is a testament to our commitment to meeting your developing needs and navigating complex market conditions. Our structure is designed so that we can adapt rapidly to your changing circumstances, providing you with the best possible service and respond to shifts in market trends and disruptive events, thus proactively providing you with relevant investment solutions.

## Client-centric.

We firmly believe that our success is intrinsically linked to the success of our clients, which is why we cultivate a client-centric culture that prioritizes open, ongoing dialogue to deeply understand each investor’s unique needs, objectives, and challenges.

## Disciplined mindset.

Having a disciplined mindset translates into a rigorous and responsive approach when providing our clients with investment services, as well as into formulating and implementing our investment views in our clients’ investment portfolios.

## Experience our boutique approach

Our investment teams are organised by asset class and market, and they seek to unlock investment opportunities for our clients in equities, fixed income, and alternative asset classes with a focus on either global or regional markets. Our investment expertise is backed by over 200 seasoned professionals and has a presence in the main financial centres in Europe and Asia.

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## Focusing on value and quality

Our focus is on active strategies where we believe we can add the most value. Our investment team concentrates on well-defined and distinctive investment strategies. Most of our strategies are managed in-house, but we can also complement our in-house expertise with carefully selected external partnerships to access specialist strategies with a proven track record.

## Rigorous risk management

Our risk management framework, which effectively integrates both ESG factors and financial constraints into each team’s processes, is independently overseen by Arlington Capital Partners Arlington Capital Partners’s Group Risk Management. We believe risk management is not just a function; it is also a mindset that permeates through our entire organization.

We employ responsible investment practices that include negative screening, ESG integration, positive inclusion, and impact investing. The Bank’s approach aims to enhance portfolio resilience and to contribute positively to companies’ practices.

## Founders' Message

## Message From Our Founding Partners

We are excited to announce that, after 30 years, we have decided to start our own independent wealth management firm, Arlington Capital Partners. Arlington Capital Partners will have one singular focus: the ultimate success of our clients.

We have spent countless hours vetting potential partners that would allow us the freedom and flexibility to make our new firm a reality and keep our clients’ assets secure. This process led us to Arlington Capital Partners and Charles Schwab as the best partners to accomplish our goals and protect our clients. Through these partners, Arlington Capital Partners will have comprehensive, independent investment choices and best-in-class technology. The depth of resources will allow for creative and innovative solutions that will elevate our clients’ experience all while their assets are protected by Schwab, a custodian with 50 years of experience and $8 trillion in client assets.

In the past, our clients have benefited from our dedicated focus on financial planning and appreciated our team’s platinum level of service. These elements are core to the services Arlington Capital Partners will provide. As an independent firm, we can also be a true fiduciary on behalf of our clients. Working in an open architecture environment, we have free rein to marshal solutions from best-in-class partners across the industry. The solutions we offer will help our clients get from where they are financially to where they want to be.

We believe that combining world class multi-source investments and cutting-edge technology, we can deliver an unparalleled experience to our clients.