Private Investment Office

Beauclerc is a niche asset-manager, offering an exclusive combination of bespoke investment management and private-office services to address the needs of wealthy families.

Who we are

Beauclerc is a private investment office dedicated to developing bespoke and innovative investment solutions for wealthy families.

Investment management

Our investment process is entirely suitable to private clients seeking absolute returns, derived from a cautious and transparent investment style. The process is driven by fundamentals and results in high-conviction trades across all asset classes, based on our top-down views.

Private office

Our long-standing experience in wealth-management and independence from private banks allows us to support our clients like a dedicated private office would do. We provide solutions to control the cost-efficiency of their existing custody and dealing arrangements and also to monitor actively the consolidated asset allocation and performance of their financial wealth. Finally, we use our derivatives experience to design optimal lending solutions for property financing.

Beauclerc Global Opportunity Fund

Beauclerc’s global macro programme is a diversified investment strategy, unconstrained and unlevered, pursuing a total return performance objective of 7% p.a. The top-down analysis is at the centre of the investment process, resulting in the identification of more granular macro investment themes used in building the portfolio.