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 research and advisory firm for institutional money managers and investors that focuses on derivative strategies, manager selection, strategic capital introduction, and portfolio construction. Our clients are leading institutional investors and hedge fund managers who need high-touch investment services.
Balfour Capital Group provides trade, structure, and strategy expert advice. Managers contract with Balfour Capital Group to implement new investment and business strategies in areas such as execution, strategy generation, and strategic capital introduction. Investors employ Balfour Capital Group to source and structure global macro managers and managed futures strategies.
Balfour Capital Group is not a single strategy manager or fund of funds, but an active partner/manager of structures and strategies within the model-driven investment environment to provide better portfolio solutions. The business model uses a combination of management fees and brokerage to deliver to the client research and trading advice on cost effective basis.