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Beauclerc Limited

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St Peter Port

About

Beauclerc Limited is a boutique asset manager licensed and regulated by the Guernsey Financial Services Commission as an Investment Licensee. The firm provides investment management, investment oversight, and family office services to ultra-high-net-worth individuals and multi-family offices. Co-founded by Alexandre Zimmermann and Jean-Philippe Beaumont, Beauclerc Limited manages the Beauclerc Global Income Fund and offers a proprietary Defined Equity Income Strategy. —

Specialises in3

Each capability links to every business in the Baliwick that shares it.

Investment management

Discretionary and advisory investment / portfolio management.

From their website

Discretionary portfolio manager

Quick facts

Legal form
Limited Company
Established
2011 · 15 years
Service options
professional_clients_only — not open to the general public, no walk-in retail office
Client focus
ultra_high_net_worth; multi-family offices

People6

  • Jean-Philippe Beaumont — co-founder
  • capital markets
  • 25+ years advising and managing investments for wealthy families
  • Alexandre Zimmermann — co-founder
  • investment management
  • previously Group Deputy CIO at SG Hambros Bank Ltd

From their website

Original phrasing from their website — lines covered by a capability above appear within its card.

  • Beauclerc Global Income Fund (BGIF) — a Luxembourg UCITS managed by Beauclerc Limited
  • daily liquidity
  • USD/GBP/EUR/CHF share classes
  • Private office support: oversight of clients' private banking relationships
  • Lombard and mortgage financing
  • asset structuring

Hours

Mon
8:00 AM – 6:00 PM
Tue
8:00 AM – 6:00 PM
Wed
8:00 AM – 6:00 PM
Thu
8:00 AM – 6:00 PM
Fri
8:00 AM – 6:00 PM
Sat
Closed
Sun
Closed

Contact

Phone
+44 1481 739891
Email
funds@beauclerc.com
Website
www.beauclerc.com/contact-us
Address
Suite 9, La Plaiderie Chambers, La Plaiderie, Guernsey GY1 1WG, Guernsey

Location

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Compiled from public sources — mistakes are possible. If something here looks wrong, let us know.

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