About Us
The Berkshireassets Group, is a leading global financial institution that delivers a broad range of financial services across investment banking, securities, investment management and consumer banking to a large and diversified client base that includes corporations, financial institutions, governments and individuals.
Who We Are
The Berkshireassets Group, is a leading global financial institution that delivers a broad range of financial services across investment banking, securities, investment management and consumer banking to a large and diversified client base that includes corporations, financial institutions, governments and individuals.
260+
investment professionals
20+ Countries
across five continents
2000+
investments globally
Leveraging Our Operating Expertise
Our experience as owners and operators enables us to effectively enhance cash flows, increase the value of our investments and produce solid long-term returns for our investors.
On-the-Ground Insights
Well-resourced operations in strategic locations around the world provide real-time market intelligence and bottom-up investment insights.
Hands-On Operations
Our integrated teams of seasoned operational professionals take an active role in maximizing the performance of our assets and businesses.
Comfort with Complexity
Across market cycles, we have built an expertise in executing large, creative transactions and managing ongoing growth projects to drive value.
Investing on a Value Basis
We seek to deliver attractive long-term returns and provide strong downside protection for our investors—including pension plans, endowments, foundations, sovereign wealth funds, financial institutions, insurance companies and the private wealth channel.
Contrarian View
We recognize that generating attractive returns often requires seeking out assets, businesses, markets and sectors that are out of favor or experiencing periods of distress.
Focus on Quality
We are disciplined in acquiring high-quality assets and businesses that we believe can provide strong downside protection across market cycles.
Patient Approach
We take a long-term view in deploying capital but are ready to act decisively when the right opportunities emerge.
Sustainability at Our Core
We are more than simply an investor—we are active participants in industries and economies around the world, and committed to the long-term health of these local markets.
OUR STRATEGIC PILLARS
A set of fundamental shifts in 2020 profoundly impacted the financial services sector. The demand for sustainable solutions and green finance rose to new highs. Interest rates are expected to remain lower for longer. And the Covid-19 outbreak increased our customers’ propensity and preference to engage digitally.
The current stage of our strategic plan responds to those shifts and aligns to our new purpose, values and ambition. It has four key pillars.
Focus on our strengths
To achieve our ambition, we are focusing on the areas where we have distinctive capabilities. This pillar of our strategy outlines where we are prioritising our efforts and investing for the future. We aim to:
- Be the global leader in cross-border banking flows aligned to major trade and capital corridors
- Lead the world in serving mid market corporates globally
- Become a market leader in Wealth management, with a particular focus on U.S.A, Europe and Asia
- Invest at scale domestically where HSBC’s opportunity is greatest
Digitise at scale
As people lead increasingly digital lives, this pillar of our strategy outlines how we are delivering faster, easier and more secure digital banking . We will:
- Create and deliver fast, easy, digital customer experiences
- Partner with technology innovators to enable new customer benefits
- Ensure our company is resilient and secure
- Execute with speed and automate at scale
Energise for growth
This pillar of our strategy outlines how we are energizing around growth. We want to:
Inspire a dynamic culture where the best want to work
Encourage an inclusive culture fostering diversity
Help colleagues develop future-ready skills
Be a simpler, more agile and effective organization
Transition to net zero
We want to do more than simply play our part in the transition to a more sustainable world. This pillar of our strategy outlines how we will help to lead it. We have committed to:
- Become a net-zero company
- Support our customers to transition to a low carbon future, especially in carbon challenged industries
- Accelerate new climate solutions
- Inspire our customers to invest to support positive change
Our Purpose and Values
Berkshireassets mission is to advance sustainable economic growth and financial opportunity across the globe. Drawing upon over 15 years of experience working with the world’s leading businesses, entrepreneurs, and institutions, we mobilize our people and resources to advance the success of our clients, broaden individual prosperity and accelerate economic progress for all.
Our Values
Client Service
We lead with a service mindset, enabling us to anticipate and adapt to the needs of our clients and consumers by delivering thoughtful, innovative solutions.
Excellence
We aspire to nothing less than excellence, consistently striving for exceptional performance and achieving outstanding results for our clients, our shareholders, and our company.
Integrity
We hold ourselves accountable to the highest ethical standards, insisting on transparency and vigilance from our people as we learn from our experiences and make decisions that instill a sense of purpose and pride in our firm.
Partnership
We prioritize collaboration and value diversity, creating a culture that fosters inclusiveness, teamwork and an entrepreneurial mindset in the pursuit of professional and personal excellence.
Create a brighter Future together
Our new purpose defines who we are, who our stakeholders are, and the impact we want to have in the world. It’s an evolution. It builds on our legacy and better reflects how we serve the needs of our customers, employees, partners and society
Developing Best Financing Options
Financial Modeling and Analytics
Improving Your Business Planning
Delivering New Financing Solutions
Leading Companies
Scale industry players that are growing market share
Attractive Industries
Secular tailwinds with long-term demand
Experienced Management
Partnership with proven managers who make personally meaningful equity investments with us
BSA Private Equity
BSA private equity provides active asset management solutions to help clients meet their investment objectives
Over the past 10 years, our global investment teams have developed a wide range of product solutions to address clients’ varied and evolving needs. From core and multi-sector investing to more focused mandates.
Over the past 10 years, our global investment teams have developed a wide range of product solutions to address clients’ varied and evolving needs. From core and multi-sector investing to more focused mandates.
99%
Modeling and Analytics
99%
Newest Financing Options
99%
Best Financing Solutions
Strategy driven leadership development
We are a creative and strategic company and we offer you fresh ideas for your team and company.
Our goals are to maximize individual potential, increase commercial effectiveness, reinforce the firm’s culture, expand our people’s professional opportunities, and help them contribute positively to their greater communities.
OUR STRATEGIC PILLARS
A set of fundamental shifts in 2020 profoundly impacted the financial services sector. The demand for sustainable solutions and green finance rose to new highs. Interest rates are expected to remain lower for longer. And the Covid-19 outbreak increased our customers’ propensity and preference to engage digitally.
The current stage of our strategic plan responds to those shifts and aligns to our new purpose, values and ambition. It has four key pillars.
Our strengths
We are a balanced and diverse business with unique capabilities. We use our strengths to generate value for our stakeholders and reach our goals.
A solid financial position
We are rated AA–/positive by Standard & Poor’s. Our solid financial position reassures our customers that we will be there when they need us to handle their claims and gives confidence to our shareholders that we are financially stable. It also gives us a well-earned positive reputation as a business and employer, and positions us to invest in future growth.
A balanced business
Our business is balanced both geographically and by products and customer segments. Our strong retail and commercial franchise and flexible operating model means we can weather economic and market volatility and take advantage of industry change.
A trusted brand, talented people
We understand the risks our customers face and can structure offerings that meet their needs. This reinforces our global brand, one of the most valuable in the insurance industry. Our strong reputation allows us to attract the best talent worldwide.
Our business model works to deliver benefits for our stakeholders
Our employees are helping our retail and commercial customers to understand and protect themselves from risk.