Blu Family Office  |  16 Water Lane  |  Richmond  |  Greater London  |  TW9 1TJ  |  United Kingdom  |  T: +44 (0)208 166 1223  |  E: info@blu-fo.com

Blu Family Office Limited is authorised and regulated by the Financial Conduct Authority.

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IMPLEMENTATION

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"After understanding our families and clients investment requirements, we construct an optimal investment strategy, to efficiently harvest the so-called ‘risk premiums’ that arise from lending, asset growth and market movements.​"
 
- Nick Rees
Chief Executive Officer

Implementing an efficient investment strategy is a key component when delivering our solution. We focus on both direct & indirect costs within all investment layers to ensure our clients are not overpaying for the returns generated.​

This is known as the Total Cost of Exposure (TCE) and it includes management fees, but also those expenses which are not always transparently reported, such as commissions, performance fees, taxes, administration and monitoring. The TCE can significantly affect where you are on the risk curve and highlights any unwanted or, worse, unrewarded risk.

Expected Return

Risk

Total Cost

of Exposure

We can implement our investment strategy in any vehicle or platform to best suit each client's individual requirements. We monitor performance and rebalance as necessary, in keeping with the agreed requirements of the client.