For Investment Management
Bringing a blend of art and science to investment management
The Beaufort Investment Discretionary Management Service allows you to outsource the day-to-day management of your clients’ portfolios. You can then focus on what you do best: developing client relationships and growing your business.
Our investment management service has processes, history and a track record, you and your clients can put your trust in.
We free up your time to focus on what you do best: developing client relationships and growing your business.
Our team will take care of everything associated with the running of your clients’ portfolios, including choosing the most appropriate blend of assets, monitoring risk, dealing and administration.
An impartial approach
Without ties to fund managers, banks or insurance companies, we’re able to deliver an investment management service that’s totally whole of market.
Our unique risk profiling tool has been designed to assess your clients' attitude to risk and capacity for loss, and is closely linked to our Strategic Asset Allocation.
We operate a simple and transparent charging structure with no switch fees for clients of advisers
We want our clients to stay fully informed. Our regular bulletins provide updates on the marketplace and our quarterly commentary makes sure everyone knows what’s happening with our portfolios.
Beaufort Investment is a trading name of Beaufort Investment Management Limited. Beaufort Investment Management Limited is authorised and regulated by the Financial Conduct Authority. Beaufort Investment Management Limited, registered in England No. 06150317. Registered Office: Falcon House, Black Eagle Close, Westerham, TN16 1SE.
Beaufort Investment Management is a wholly owned subsidiary of The Beaufort Group of Companies Limited (Beaufort Group). The Beaufort Group is neither authorised nor regulated by the Financial Conduct Authority.