Portfolio Management

You set the direction with your relationship manager. Our investment experts invest your assets professionally according to your specifications.

Balfour Capital Group is one of the world’s leading providers of investment solutions involving private equity, hedge funds, insurance-linked investments and real estate funds for private and institutional clients such as pension funds, insurance companies, foundations and family offices.

  • We monitor financial market trends on your behalf
    Our experts carefully analyze financial market trends on a daily basis.
  • We strictly follow your specifications
    You can rest assured that your assets are always invested according to the agreed strategy.
  • We design your portfolio management mandate in accordance with your own requirements
    You incorporate your needs and objectives. We devise a customized solution for you.
  • Our investment decisions are transparent and comprehensible to you
    You have full transparency over your investments at all times and your personal relationship manager acts as a competent contact partner.
Your Benefits with Balfour Capital Group Portfolio Management Mandates

Alignment of interest

We have years of experience in managing sizable sums of assets. Our portfolio management services are based on the same principles used to manage the wealth of Institutional clients, High Net Worth Individuals. Long-term focus and independence stand at the core of what we do.

Professionally Managed

With a portfolio management solution you have access to the full range of Balfour Capital Group’s investment capabilities. Investment decisions are made in close collaboration between portfolio managers and our research teams. Our established investment process and philosophy build the fundamentals for a long-term investment profitability.


Together with your relationship manager we establish a strategy. Your personally assigned portfolio manager constructs, monitors and manages your portfolio according to your individual goals, needs and risk profile.

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