Blu Family Office
Blu Family Office is a London based Wealth Manager, founded in 2010 to manage the assets and affairs of a single family. Since then Blu has been mandated to help other investors to protect, grow, and pass on wealth to the next generation.
Blu ensures a strong alignment of interests by investing alongside their clients. They consider the unique circumstances of each client to engineer bespoke investment portfolios that best serve the stated financial goals and tolerances to risk.
Asset under management
£1 billionEstablished
2010Employees
20Private client
80Min. Account size
£1 million
Financial Planning
Blu Family Office outsources financial planning to a trusted Independent Financial Advisor to ensure there is no conflict of interest.
The investment strategies are optimised to work seamlessly with the client’s financial objectives. Any deviations to plan are monitored to make the necessary adjustments to the strategy.
Investment Management
The investment philosophy of Blu does not involve making financial projections, as the future is unpredictable. Instead, Blu diversifies across asset classes that bear different risks, including equities, bonds, and real alternatives.
Blu only invests in liquid instruments which enables their client portfolios to be systematically rebalanced when prices in the underlying investment move significantly or when client circumstances change.
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