Discretionary Portfolios

We implement bespoke investment portfolios tailored to a client's specific requirements.
 

We grow your wealth over time, whilst protecting it against large losses, monitoring performance and rebalancing as necessary, in keeping with agreed parameters.
 

Transactions, reporting, administration and monitoring are effectively managed. Our families and clients all benefit from scale to save costs and gain access to opportunities otherwise only available to much larger investors.

The Investment Process

Investment Universe

There are equities, bonds, currencies and different types of alternatives. We can construct portfolios with any combination of instruments.
 

Clients can choose those that they prefer and add any constraints. We then define the ultimate investment universe.

Risk Solution

Having defined the components from which to construct the strategic asset allocation, we determine the client's desired risk parameters. 
 

We also factor in investment horizon, future plans, outlook and return expectations.

Implementation

Comprehensive operational and investment due diligence is completed.
 

We quantitatively screen the investment universe, selecting the most appropriate strategies, assets and instruments.

Optimization

Using historical data analysis, we look for the combination of individual positions that best delivers the chosen risk and return profile.
 

There is a final qualitative check to ensure all parameters are met, before the most optimal solution is shared with the client.

Monitoring

Financial markets are in constant motion and information is constantly changing. We actively rebalance accordingly when opportunities present themselves. 
 

Our mandate is to ensure that all portfolios remain aligned with client profiles and needs that are more dynamic than ever. 

Advisory

The Principals of Blu have been active in alternative investments for more than 25 years, both in managing and selecting funds.

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Blu's advisory service provides a solution to those seeking exposure to true alternatives. We offer model or bespoke solutions, subject to minimum investments & terms.

Clients benefit from access to exclusive managers that are often closed to new investors, as well as favourable fee terms from our long-standing relationships.

We conduct in-depth research, due diligence and on-going monitoring of new and existing investments.