As a trusted partner, we strive to realize our clients' individual investment goals over the long term. We unite our strengths to address client needs and actively manage their assets, with the utmost care.

Anthony Houston, Chief Executive Officer

A trusted partner

To support our clients’ investment goals, we strive to be their trusted partner. We are committed to offering state-of-the-art investment solutions that meet your needs. Investing side by side with our clients makes us partners and aligns our interests.

Adding long-term value.

Dedicated to creating value, we actively manage our clients’ assets and invest only if we are convinced that it will pay off in the long term. We stick to our proven investment process to deliver repeatable returns.

Sustainable investment

We offer solutions that are conscious of sustainability, supporting the United Nations principles in environmental, social and governance matters for responsible investment for the benefit of our planet and society.

Sharing our convictions

Clear convictions are the prerequisite for successful investment. Our convictions are the result of our tireless work of calculation and in-depth analysis. We share our findings so clients can invest with conviction too

Benefits for our clients

Our clients are institutions, such as public or private funds; intermediaries, banks, insurance companies and asset managers and private investors whom we serve with pleasure and pride by offering:

Access to our expertise

Our clients can rely on our experienced client relationship managers and close contact with specialized investment teams. We send regular communications and updates to keep customers informed.

Tailor-made products and services

As our partners, clients can access the full range of Preferred products and services through their relationship manager.

Preferred in Numbers

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USD million in total customer assets
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USD million in institutional client assets
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USD million in individual investor assets
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Active clients
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Direct employees worldwide
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Investment Specialists
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Clearinghouses and custodian banks
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Worldwide offices

CUSTODY OF FUNDS

Protecting your money is our priority. We work tirelessly to keep your money and identity safe. PREFERRED maintains accounts in the main Clearing Houses around the world with accounts in local banks in each region of the world.

Clearinghouses are a critical component of the modern investment environment. Without them to carry out these functions, all the important elements of housekeeping and financial record keeping will be neglected. We select the best sub-custodians in each market through a rigorous process with regular evaluations to ensure high quality service.

Through our years of experience, we have established strong relationships with key industry players around the world to guarantee our clients the best options and the support of specialized international teams.

The main clearing houses that currently support our operations are:

JOB OPPORTUNITY

Opportunities

Your future at work isn’t just about work – it’s about discovering and developing your unique talents and passion to transform your job into a fulfilling career.

Our candidates

Our employees have a wide range of experiences, interests and titles, but they all share one thing: the desire to achieve excellence.

 

  • We primarily value people who meet the highest quality standards.
  • Focused on taking responsibility and helping to ensure the success of initiatives; committing to promote the projects.
  • Proactive, but able to work in teams and within a global matrix organization.
  • Problem solvers who have the ability to balance competing and complex interests and priorities to generate solutions.
  • Committed and passionate: about the company, its work, the company culture, how to give back to the community and make an impact

Our selection process.

Your application will be reviewed by recruiters who will review your resume and review your qualifications with hiring managers to determine if your competencies and skills match the requirements of the available roles.

If a position matches your experience, a recruiter can contact you to schedule interviews and determine next steps should you prove to be a successful candidate.

Diversity and inclusion

At all levels of the company, Preferred promotes diversity of thought, experience, perspective, race, gender, faith and more. As a global company, our diversity reflects the communities where we do business, and our inclusion helps us innovate and maintain our competitive advantage. In recent years, we have received hundreds of awards from publications and organizations that recognize the value we place on our employees and our ability to work inclusively.

Preferred is an equal opportunity employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment regardless of race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status, or protected veteran status. Preferred also agrees to take affirmative action to employ and advance the employment of such individuals.

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