Our purpose and values

At PilgrimFinance, we advance sustainable economic growth and financial opportunity.

Our purpose

At PilgrimFinances, we advance sustainable economic growth and financial opportunity.

Drawing on over 15 years of experience working with the world’s leading businesses, entrepreneurs, and institutions, we mobilize our people, culture, technologies, and ideas to advance the success of our clients, broaden individual prosperity, and accelerate economic progress for all.

Our purpose comes to life through our four core values: Client Service, Excellence, Integrity, and Partnership.

Our Values

client service

We lead with a service mindset, enabling us to anticipate and adapt to the needs of our clients and customers by delivering thoughtful, innovative solutions.


We aspire to nothing less than excellence, consistently striving for exceptional performance and achieving outstanding results for our clients, our shareholders, and our company.


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.


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.

Our code of conducts and ethics

Our Code of Business Conduct and Ethics explains how we live out our core values and underscores our collective responsibility in upholding the highest standards of conduct at all times.

PilgrimFinances business principles

our client interest always come first

Our experience shows that if we serve our clients well, our own success will follow .

our asset are our people, capital and reputation

If any of these is ever diminished, the last is the most difficult to restore we are deicated to comply fully with the letter and spirits of laws, rules and ethical principles that govern us. Our continued success depends upon unswerving adherence to this standard.

Our Goal is to provide superior returns to our shareholder

Profitability is crictical to achieving superior returns, building our capital, attracting and keeping our best people.  

We stress creativity and imagination in everything we do.

While recognising that the old way may still be the best way, we constantly strive to find a better solution to a client’s problems. We pride ourselves on having pioneered many of the practices and techniques that have become tandard in the industry.

Business standards

Business standards Committee report

We created our Business Standards Committee in 2017 to conduct an extensive review of our business standards and practices. This eight-month review encompassed every major business, region and activity of the firm.

Business standards Committee report impact report

In May 2010, we created our Business Standards Committee (BSC) to conduct an extensive review of our business standards and practices. After reviewing every major business, region and activity of the firm, the BSC published a report in January 2018 that included 39 recommendations. In May 2020, the Business Standards Committee released the BSC Impact Report to explain the changes it made and how they impacted the firm.