CLIENT EXPERIENCE
Blu is an exclusive community of like-minded families and investors. We are selective in the clients we take on to ensure that our relationship and investment managers can provide the highest level of service. Wealth management to us means respecting the legacy, hard work, and sacrifices that were made to create the wealth from the outset. We are dedicated to protecting, growing, and passing on your wealth to future generations. To fully align interests, we invest alongside our clients.
“We pride ourselves in delivering the best service for our clients and our aim is to make the on-boarding and administrative process as easy as possible. All our clients have direct access to their accounts and our team, including our founder, the investment, and support team. With Blu, you’re not just a number, but a member of the family.”
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Hannah Porter
Senior Relationship Manager, joined Blu in 2023
WHAT OUR CLIENTS SAY
“The appeal of being a client of Blu is simply the service. The team is just so responsive to anything I need. I never felt this way with my former wealth managers. It used to take ages before I was finally able to speak with anyone who could help me and not refer me to someone else.”
Former Banking Executive
Client since 2024
“I always wondered how a professional trader would manage their wealth and found it incredibly appealing to be able to tap into this experience for the management of my assets”
Retired Financial Professional
Client since 2019
“I got so tired of the jargon and people telling me they know it all and I should just trust them. In talking with Blu, everything was very clear, and their approach is so refreshing that you wonder why everyone doesn’t do this.”