About us

Beauclerc was founded by two partners with long-standing experience in the private banking industry, in order to offer state-of-the-art investment services to private clients, who expect truly tailored solutions for their individual requirements.
Beauclerc is an independent niche player in the European asset-management and derivative industry, aiming to establish long-term relationships with wealthy clients, who wish to work with a flexible and reputable partner in a confidential manner.
The solutions we design for our clients typically include the management of multicustodian portfolios, the consolidated reporting of the family asset and property financing optimisation.

Our value proposition for Single-Family Offices & Wealthy Families

  • Advice on global asset allocation
  • Discretionary mandates on direct equities, currencies, commodities, bonds and derivatives
  • Advice on derivatives strategies: yield enhancement, portfolio hedging and strategic equity transactions
  • Property investment optimisation: valuation, funding and collateral management
  • Consolidated portfolio reporting, performance and middle-office reports
  • Design of dedicated portfolio management platforms: counterparty risk analysis, costefficient execution, custody arrangements and dedicated funds creation.

How do we define ourselves


Expert investment management provided by seasoned professionals with an average of 20 years experience in managing private-client wealth.


Active and unbiased portfolio management, based on macro investment themes and tactical hedging, aiming to capture market trends for all asset classes.


Custody and trading execution performed at institutional pricing, allowing a higher turnover of the portfolio without increasing the total expense ratio of the portfolio.


No leverage allowed, derivatives are used for hedging purposes and for the design of alternative strategies. Derivatives and short positions are always fully collateralised limiting the downside risk to the capital allocated.


Daily liquidity ; min. 80% allocation to underlying investments with daily liquidity ; max. 20% allocation to underlying investments with minimum weekly liquidity.

Our heritage

We have chosen the name Beauclerc as a tribute to Henry I Beauclerc, the fourth son of William the Conqueror and the first English king to be born in England. Henry’s reign lasted 35 years until 1135 and opened a period of peace and prosperity for England and Normandy. He was called Beauclerc for his scholarly interests— he could read Latin and put his learning to effective use— and Lion of Justice for refinements which he brought about in the royal administration. The choice of Beauclerc symbolises our commitment to similar values, tradition, confidence and innovation.

Managing Partners

Alexandre Zimmermann

Alex has been managing investments for wealthy families for more than 20 years, with a strong focus on macro fundamentals and global asset allocation. Before founding Beauclerc Ltd in 2011, Alex was Group Deputy CIO for SG Hambros Bank Limited with the overall responsibility for investment advisory, bespoke investment management and investment product development. He created the Advisory & Investment Solution team at SG Hambros in 2007, which ended up managing £2 billion AUMs in 2011. Alex is a French/Swiss national and joined SG Hambros in London in 2005, having spent the previous 10 years with SG Private Banking in Luxembourg, where he was responsible for bespoke asset management. He joined SG in 1996 as a fixed-income portfolio manager. He holds a Master in Investment Management from the University of Montpellier.

Jean-Philippe Beaumont

Jean-Philippe has been advising and managing investments for wealthy families for more than 17 years, with a strong focus on cross asset derivatives and global asset allocation. Before founding Beauclerc in 2011, Jean-Philippe was Global Head of Derivatives at Societe Generale Private Banking, which he joined in 2001. In this capacity he was the center point for the creation, pricing, structuring and execution of all derivatives and structured products for the whole private banking network (Euromoney “2010 Best Private Bank Worldwide for its offer in Equity Derivatives”). At the beginning of his tenure, Jean-Philippe was fund of fund portfolio manager and responsible for the selection of hedge funds. Jean-Philippe is a Canadian/Italian national, holds a degree in business administration with a finance concentration and is a CFA charterholder.