A dual offering of innovating portfolio management solutions

and comprehensive family-office services for UHNW families.

Asset management

Defensive income and growth investment strategies including systematic downside protection.

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Wealth services

Full-spectrum private office support services to assist clients’ monitoring their wealth and liabilities.

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  • $
    350
    m
    Assets
    under management
  • 20
    +
    UHNW families
    Served
  • $
    1
    bn
    Annual notional traded
in equity derivatives

Distinguished Wealth Management Heritage

Founded in London in 2011, our firm combines a strong heritage of wealth management with the advantages of London’s advanced capital markets ecosystem, providing a highly confidential and professional service.

Built on the values of expertise, trust, and transparency, our investment philosophy balances sustainable performance with capital preservation using sophisticated derivatives instruments within a daily liquidity framework.

Why Choose Beauclerc?

We deliver sophisticated financial services tailored to the unique needs of high-net-worth individuals and multi-family offices.
  • FCA and GFSC authorized and regulated
  • Investment strategies with systematic downside protection
  • Direct access to senior partners and decision makers
  • Comprehensive family office services
  • Proven track record of preserving and growing generational wealth

Our founding partners

A. Zimmermann
Investment Management
Alex has been managing investments for wealthy families for more than 20 years, with a strong focus on macro fundamentals and global asset allocation. Before founding Beauclerc Ltd in 2011, Alex was Group Deputy CIO for SG Hambros Bank Ltd with the overall responsibility for investment advisory, bespoke investment management and investment product development. 
J-P. Beaumont
Capital markets
Jean-Philippe has been advising and managing investments for wealthy families for more than 20 years, with a strong focus on cross asset derivatives and global asset allocation. Before founding Beauclerc in 2011, Jean-Philippe was Global Head of Derivatives at Societe Generale Private Banking, which he joined in 2001. 

Get in touch

  • Email
    info@beauclerc.com
    for general inquiries    		 funds@beauclerc.com
    for funds inquiries
  • London office

    Beauclerc Advisory Services Limited
    20 North Audley Street
    Mayfair, London W1K 6LX
    United Kingdom

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  • Guernsey office

    Beauclerc Advisory Services Limited
    20 North Audley Street
    Mayfair, London W1K 6LX
    United Kingdom

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