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Balfour Capital Group

Balfour Capital Group is an independent investment management firm that provides wealth management solutions for high-net-worth individuals and institutions. It operates from locations in Hong Kong, New York City, and Switzerland.

Founded
2018
Recorded regions
Europe, Latam, North America, Oceania

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Overview

Balfour Capital Group is an independent boutique investment management and wealth management firm. It focuses on high-net-worth individuals, ultra-high-net-worth individuals, families, entrepreneurs, and select institutions worldwide. The firm is headquartered in Hong Kong, New York City, and Yverdon-les-Bains, Switzerland. Balfour Capital Group manages over $400 million in assets and offers customized private wealth management solutions, including personalized financial advice and investment strategies tailored to the unique needs of its clients.

Focus

Balfour Capital Group focuses on serving high-net-worth and ultra-high-net-worth individuals, families, and select institutions. They employ quantitative and computational techniques to generate superior risk-adjusted returns and emphasize a collaborative investment approach among their teams.

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