Blu Family Office was founded in 2010 to manage the assets and affairs of a single family. Since then, we have been mandated to help others invest, grow, protect and pass on wealth to the next generation.

1.

We started by reviewing the value chain of advisors, service providers and investment managers we had relied on to implement our investment strategy for the past two decades. A thorough analysis revealed there was no centralised risk management and we were incurring excessive fees.

2.

Given the investment expertise of the next generation, we decided to set up our own office to manage our wealth. The aim was to extract cost savings and better control our risk exposure, from integrating all investment and administrative functions.

3.

We built infrastructure, technology and operating processes to efficiently manage the investments and implemented our first strategy in 2011. Shortly thereafter, another family identified with our journey and asked whether we could provide them with the same service.

4.

We began managing external assets in 2012 and have since expanded our scope and services, as other families and clients have joined us. We continue to develop further investment strategies, and provide comprehensive wealth structuring and planning services.

5.

Today, Blu is a multi-family office, with expertise in investment and wealth management. We share our capabilities with other like-minded families to protect and grow wealth for the next generations, whilst ensuring all interests are aligned.