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.

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.
Beauclerc is a private investment office dedicated to developing bespoke and innovative investment solutions for wealthy families.
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.
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’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.
This website contains information about Beauclerc Limited and Beauclerc Advisory Services Limited whose services are only available to Professional Clients in the United Kingdom. The information contained in this website is provided solely for use by such Professional Clients, their representatives and advisers, and is not intended for members of the general public.
The services described on the website are being provided by Beauclerc Limited which is licenced and regulated by the Guernsey Financial Services Commission and therefore protections under the UK Financial Services and Markets Act (FSMA) are not available such as, but not limited to, the dispute resolution protection and access to compensation schemes. This website is neither an offer nor a solicitation to buy or sell any investment referred to herein. Past performance is not necessarily an indication of future investment returns. Exchange rate changes may cause the value of overseas investments or investments denominated in different currencies to rise or fall. The information and opinions in this website have been recorded by Beauclerc in good faith and from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness or correctness. Beauclerc accordingly accepts no liability whatsoever for any direct, indirect or consequential loss arising from the use of this document or its contents.
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