Balfour Capital Group is a trusted boutique investment management firm that specializes in providing comprehensive wealth management services.
With a focus on successful entrepreneurs, High Net Worth Individuals, and Institutions, our mission is to protect, preserve, and grow the wealth that our clients have earned throughout their careers while seeking a reasonable rate of return.
As an independent company, our utmost priority is diligently and rigorously managing our clients’ assets.
Backed by our specialized knowledge in global markets and risk management strategies, we offer a world-class team of money managers with decades of experience in managing institutional assets.
Our esteemed clientele includes fund of funds, wealth management advisers, and high net worth individuals from Switzerland, Europe, the Middle East, Australia and Asia.
To ensure the best possible service, Balfour Capital Group has established prime brokerages and execution agreements with reputable financial institutions. Our collaborations include Nasdaq and Deutsche Bank for US equities, Barclays, ING Group, and National Australia Bank for foreign equities, Toronto-Dominion Bank and Citigroup Inc. for bonds, and UBS and Goldman Sachs for derivatives/futures.
Striving for excellence, Balfour Capital Group continually invests in the development of processes, controls, and technology required as an institutional class fund management firm.
With a strict governance structure, regulatory compliance controls, robust software development processes, and business continuity facilities, we prioritize operational risk, market risk, and credit risk management.
Our in-house software department has developed bespoke systems to efficiently manage the end-to-end task of systematic fund management.
Balfour Capital Group is a distinguished global boutique investment management firm, poised to be your esteemed partner in the elite realm of wealth management. We are uniquely dedicated to serving the personal preferences and ambitious financial goals of top-tier institutions and shrewd High Net Worth Individuals.
With a presence spanning the most prestigious financial hubs across the world, our firm’s footprint extends prominently to global operations. This expansive network empowers us to deliver our exceptional services with the utmost accessibility and convenience to our esteemed clientele.
Our extensive proficiency in traversing the intricate landscape of global markets, coupled with our astute risk management strategies, executed with both algorithmic precision and discretionary finesse, affords us the privilege of safeguarding, enriching, and nurturing the wealth of our esteemed clientele whose cumulative assets under management exceed a remarkable $250 million, all while prudently pursuing optimal returns on investment.
Our dedication to excellence is exemplified through comprehensive risk management, the meticulous structure of our governance framework, the steadfast adherence to stringent regulatory compliance measures, the establishment of resilient business continuity facilities, the implementation of robust security controls, and the deployment of sophisticated software development protocols.
Within our extensive network, we proudly maintain affiliations with numerous distinguished banks, premier brokerages, and execution agreements, actively participating in the facilitation of payment for order flow alongside a select group of esteemed financial institutions.