Wealth Management
The protection, preservation, and considered growth of private and family capital.
Beaufort's wealth service is a continuing relationship, not a one-off transaction. It begins with the client's history, circumstances, and aims, and is built around the full financial picture rather than a single product. Each client works with a dedicated adviser who helps set objectives, weigh the options, and put a clear plan into effect.
What the service covers
- Discretionary and advisory portfolio management
- Access to private-bank platforms and manager relationships
- Tax-aware investing, subject to the client's residency and status
- Pension and retirement planning
- Active and passive strategies across multiple asset classes
- Succession and generational transfer
- Family governance and education
Portfolio approach
A strategy is chosen with the client according to their objectives and tolerance for risk - balanced, growth-oriented, or more conservative - and monitored as circumstances change. The plan is reviewed on a regular cycle and adjusted when the client's needs, not the market's mood, call for it.
A regulated relationship
Wealth management is conducted under the licence and supervision of IFB International Finance Bank, within the group's regulated perimeter.