Life at Brivest Capital

Our culture emphasizes working together in a supportive environment as we strive for excellence in the service of our clients. We seek to provide our employees an enjoyable work experience with the opportunity for significant and rapid professional development and growth, while finding balance and satisfaction in their personal lives.

Important tenets of our culture are trust, partnership, transparency, meritocracy, commitment, teamwork, wellness and community. Our culture attracts individuals who share these ideas and add new and diverse perspectives to the firm. By investing in our people and our communities, we believe we can deliver excellent results to clients, excel as a firm and have fun.

Culture

Our excellence depends on our employees.

We believe that a vibrant and inclusive culture is critical to the long-term success and contributions of our organization. We invest extensively in our people by providing regular partner-led training sessions tailored for our employees, important leadership opportunities for non-partners, and events to regularly bring the global employee base together. We also have various committees which insure that we are championing the important principles of diversity, equality + equity, inclusion and belonging (DEIB), as well as employee wellbeing.

Our dedication to these important societal, cultural and developmental activities ensures that every team member has the opportunity to grow within Windsor Heritage Capital, and importantly feels valued, respected and empowered to contribute. The collective commitment translates into more effective teamwork, better thinking, innovative solutions, and ultimately stronger partnership with one another and our clients.

Our dedicated committee for DEIB plays an active role in championing our core principles and ensuring they are integrated into all aspects of Ardea's business including recruiting, hiring, onboarding, training, mentoring, reviews, and career progression. The committee also drives a robust agenda of educational development sessions, volunteer opportunities, and ways for our employees to give back to our communities. Additionally, we engage with our clients and industry professionals on a variety of DEIB topics, fostering a broader conversation and deeper understanding with our clients and our people.

DEI & Belonging

Brivest Capital Cares

Our Brivest Capital Cares program was established at the inception of the firm to provide a tangible mechanism
for supporting our communities and charitable causes around the globe as well as investing in our culture and the wellness of our employees. Brivest Capital dedicates 2% of annual revenue to these priorities and since inception Brivest Capital has donated more than $14 million to non-profit organizations. Each employee has individual discretion as to which organizations receive donations. We believe this construct gives every employee the incentive and ability to get involved and directly support non-profit organizations.

Community Involvement

We strongly encourage our employees to get involved with every organization to which they contribute through Windsor Heritage Capital Cares. In addition, Brivest Capital supports our communities through in-person volunteering and donation drives in the U.S. and Europe. Every year, we organize a dedicated Community Day where our team members come together to contribute their time and skills to local causes. Through these shared experiences, we not only strengthen the bond within our teams but also facilitate meaningful connections with the communities in which we operate.

Employee Wellbeing

We recognize that our employees are our greatest assets. We prioritize their physical, mental and emotional wellbeing. We are proud of our comprehensive benefits package and an annual wellness stipend provided to employees in support of individual wellness activities. We have also embraced a work from home policy that balances the productivity and learning benefits of being together in the office with the personal flexibility afforded by work from home. The Brivest Capital Wellness Committee regularly reviews our approach and makes recommendations for new services, events and educational opportunities.

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How Do We Define DEIB?

Diversity

We represent multiple cultures, identities, and life experiences, which is critical to ensuring multiple perspectives and approaches across our team, and will ultimately drive our success.

Equality + Equity

We will employ processes and procedures that:

Inclusion

We will establish an environment where our team members feel comfortable, respected and supported by one another.

Belonging

We will foster a culture where our employees feel accepted and welcomed, are able to establish and maintain positive connections and continuously feel engaged and valued.

Brivest Capital DEIB Principles

To support our long-term focus on diversity, equality + equity, inclusion and belonging we have developed the following guiding principles for our team. We will all strive to uphold these objectives to continue to build a diverse, equitable and inclusive firm.

Invest in a 'Culture-Add' Mindset

We are committed to sourcing, developing and supporting a diverse array of people to be considered for all potential hires and promotions into any position at the firm.

Invest in an Equitable & Objective Review Process

Our evaluation process for progression and promotion will support our culture of meritocracy and strive to create fairness across the full spectrum of our diverse team.

Invest in the Development of Our Employees

We will build a culture that creates an inclusive and welcoming environment and provides support and mentorship for every individual who joins the firm.

Invest in Our Communities

We will provide opportunities to participate in local volunteer programs and offer financial backing through Brivest Capital Cares for every employee to individually recognize and support charitable organizations that are important to them.

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