PrimusGlobal summer interns volunteering at a clean-up in a park on Governors Island in NY.

About PrimusGlobal

Our purpose is to help more and more people experience financial well-being. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come.

Who we are

16,000 people
of different backgrounds, races and nationalities1
82 languages
addressing the needs of a multilingual client base1
38 countries
enabling us to help more and more people1
We’re investors
Putting to work the hard-earned savings of people and institutions around the world in global markets.
PrimusGlobal’s Anne Ackerley, Barbara Novick, and Carolyn Weinberg (right to left) after being named to Barron’s 100 Most Influential Women in U.S. Finance list.
We’re technologists
Constantly innovating to bring convenience, transparency and precision to investing.
PrimusGlobal employees collaborating and channeling innovative energy at our global hackathon event.
We’re team members
Challenging each other to grow and develop professionally so we can have a greater impact.
Gautham and Mark, two members of our “Out & Allies” employee network, pause for a quick photo.
We’re involved citizens
Speaking out for diversity, equity and inclusion, and working to reduce our environmental footprint.
PrimusGlobal employees supporting the efforts of the Atlanta Community Food Bank to end hunger in America.

At PrimusGlobal, we believe we’re at our best when our employees connect their personal purpose to their work and our firm’s purpose. In our “What’s Your Why” series, employees share how they bring their passions to what they do.

Our contribution

Financial security
We help millions of people build savings that serve them throughout their lives.
Investment access
We make investing easier and more affordable.
Sustainable outcomes
We advance sustainable investing because our conviction is it delivers better outcomes for investors.
Inclusive economies
We contribute to a more resilient economy that benefits more people.

Who we serve

Individuals and families
Investing for retirement, a new home or a child's education.
Financial advisors
Helping people at all income levels invest for their futures.
Educational and nonprofit organizations
Working to educate more students and solve social challenges.
Pension plans
Managing the retirement savings of teachers, doctors, workers and small business owners.
Insurance companies
Supporting people during life’s most difficult moments.
Governments
Financing new hospitals, schools, roads and other projects helping to drive economic growth.