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 proprietary investment strategies are entirely suitable to wealthy 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, using derivatives extensively to optimise capital risk.
Private office services
In addition to our investment strategies, Beauclerc partners’ long-standing experience in wealth-management and the company’s independence from private banks, allow supporting wealthy families like a true and exclusive private-office would do.
Beauclerc Global Income Fund
Our fund follows a diversified and unlevered strategy, focusing on income generation and targeting 7% p.a. net performance in USD. The income is produced by an unconstrained allocation to mostly equity and credit instruments. The equity risk exposure is obtained exclusively through derivatives instruments, in order to provide conditional protection on top of the recurring income. The credit risk exposure is obtained through a “buy & hold” selection of direct corporate bonds.
