About

PD Wealth Solutions is a wealth management Company that currently has in excess of $800 million assets under management. Headquartered in Guernsey, with offices also situated in the City of London with a team of over 60 investment professionals and administrative staff.

A lot is made of an organization’s mission statement, its culture and its vision. For PD, that involves a global perspective, transparency and honesty in the way in which we think, aligned with an enduring commitment to each other, our clients and investment partners. Simply put, mission statements are not adequate.

Our culture needs to pervade in everything that we do, and in turn this must be initiated on values and beliefs that range well beyond the accepted marketing directives that are created by corporate strategy teams.

When PD Wealth Solutions was founded we had strong ideas on what actually works, and this is still at the heart of everything that we do today. These ideals do not only apply to the way we work but also the way we live our lives. The Company does not differentiate between work and non-work life, to us its life, one life.

Through applying this approach we have found that we have successfully maintained the flexibility with time to distribute it to where it is needed most, whether that be personal undertakings, family or work.

These beliefs are the driving principles behind how we think about life, tackle the challenges that we face and assist us in continuing in the manner in which we develop the company that we have built.

As an investment company, it is crucial that these values are in place and recognized, not only by our staff but by our clients, partners and investees. The PD Wealth Solutions Principles PDF contains further information in regards to these.