Asset Management
Portfolios built to a stated risk profile and reviewed against it, not against a sales target.
Beaufort manages capital across listed equities, global fixed income, real estate, and alternative assets for institutions and private clients. The starting point is always the mandate: the client's objectives, time horizon, and tolerance for risk, agreed and documented before any capital is committed.
How a mandate is run
A mandate is defined at the outset and measured against that definition. Research and analysis inform the decisions; people make them. Risk is managed through diversification across asset classes and through position limits set to the mandate, not through the pursuit of a single quarter's return. Reporting is regular and transparent, so a client can see how the portfolio is tracking against its stated objective.
Where the discipline sits
Asset management is conducted under the licence and supervision of IFB International Finance Bank. That places the activity inside a regulated banking perimeter and holds it to the group's standards for documentation, custody, and oversight.
Capability
Smart-beta and index strategies, real estate, alternative assets, structured and capital-protected solutions, discretionary mandates, global fixed income, international equities, multi-asset portfolios, and emerging markets. The range exists so a mandate can be matched to a specific risk profile rather than the client fitted to a product.