Who we are

Blu began as a private office to manage the investments of the founding family. The wealth was created through manufacturing and trade in the later part of the last century.  In 2009, after a successful generational transition, we developed an investment philosophy that gave us more control over our assets and enabled us to make better decisions.


After successfully implementing our investment strategy, we found favour with other families and investors. To manage the assets for our first clients, we became regulated in the Netherlands in 2012.  We then set up an office in Richmond upon Thames in 2015 and are regulated by the Financial Conduct Authority to provide financial advice for retail and professional investors. 


Blu's investment team has been working together for many years and collectively we have decades of experience in trading and investments across all asset classes and types of products and strategies. All our clients have direct access to our founder, the investment and support team to manage your wealth most optimally.

What we do

Blu is a discretionary Investment manager. Our focus is on engineering bespoke portfolios for our clients that are best suited for their situation, needs, and plans. Our investment philosophy is unique because rather than trying to forecast things that may not happen, we spread our investments more broadly, including the use of hedge funds to further diversify equity and bond portfolios.


When financial markets are calm, we are passive, when they are adverse, we become active to take advantage of opportunities. Our approach entails focusing on the areas where we can add the most value and guarding ourselves from making irrational decisions about the risks we are taking.  


Wealth management to us means respecting the legacy, hard work, and sacrifices that were made to create the assets from the outset. We are dedicated to protecting, growing, and passing on your wealth to future generations.


To fully align interests, we invest alongside our clients.

Strategies

Bespoke Portfolio Service £

Bespoke Multi Asset

Our aim is to grow your wealth over time by investing globally and diversifying portfolios across different types of investment risks. We generate returns from growth (equities), lending (bonds), and opportunities (alternatives). Our investment process is systematic, rather than taking macroeconomic views or making tactical investment decisions. We focus on the efficient and optimal implementation of your investment strategy, whilst minimising the overall costs and fees to deliver the highest quality returns.

MANDATES
  • Defensive • low

    Cautious - Wealth preservation, generate income, low risk. Target allocation of equities (30%), bonds (40%), alternative credit (30%).

  • Balanced • medium

    Balanced - Grow wealth, protect against large drawdowns, medium risk. Target allocation of equities (50%), fixed income (25%), alternative (25%).

  • Growth • high

    Growth - Higher returns, generate wealth, more risk. Target allocation of equities (70%), fixed income (15%) and alternatives (15%).