Asset management
Wealth services

Income and growth investment strategies
designed with systematic downside protection
to substantially reduce the risk of capital loss.

Flagship strategy

Beauclerc Volatility Income Strategy

Proprietary strategy targeting high and recurring income generation through selling equity volatility, implemented via derivatives instruments, and designed to follow a defensive and risk-efficient investment approach.

Investment solutions

  • Segregated Accounts

    Discretionary portfolio management implemented on client accounts, enabling clients to retain full control while following a bespoke strategy.

    • Proprietary income and growth strategies
    • Top-rated custodians in multiple jurisdictions
    • Transparency and cost-efficiency
  • In-House Fund Platform

    Beauclerc Global Income Fund – Mutual Fund (UCITS) that replicates our proprietary investment strategy while also providing tailored family fund solutions.

    • UCITS IV compliant
    • Available for retail investors
    • Distribution by asset managers
  • Derivatives Instruments

    Advanced derivatives trading through our proprietary dealing platform for yield enhancement and growth strategies, or complex hedging solutions.

    • Platform setup: 10+ top-rated investment banks
    • Delivery-versus payment settlement procedure
    • No retrocession, no embedded fees

Beauclerc Global Income Fund

A UCITS Luxembourg-regulated mutual fund managed by Beauclerc Limited, following an absolute-return income strategy.

BGIF follows the Beauclerc volatility-income strategy targeting a performance equivalent to the short-term risk-free rate + 3% p.a., net of fees, irrespective of the currency.


Total Return Targets

USD SOFR o/n + 3% p.a.
GBP SONIA o/n + 3% p.a.
EUR ESTR o/n + 3% p.a.
CHF SARON o/n + 3% p.a.

BGIF is usually diversified with a bond allocation of max. 10%.

Accumulating and distributing share classes are available in USD, GBP, EUR and CHF.

Daily liquidity for subscriptions/redemptions.

Fund documents