Private Wealth

Feel Confident in Your Investment Strategies

We know how hard you’ve worked to build your wealth, so we work just as hard to ensure you have the right investment strategy, aligned closely to your investment preferences and goals.

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What Types of Investment Strategies Do We Offer?

We offer 4 core investment strategies that are designed to cater for varying personal scenarios and investment philosophies:

Dynamic Index

Our low-cost, dynamic asset allocation, ETF-based portfolio

Wholesale Active

Our flagship, actively traded portfolio

Global Opportunities

A high-conviction, ‘best ideas’ portfolio

BR Impact

An ESG (environmental, social and governance) focused ‘Impact Portfolio’

Of course, we also offer a bespoke portfolio approach for all or part of your investment strategy, should that make sense or be your preference. We actively participate in wholesale/sophisticated investment opportunities where appropriate.

The 4 portfolio options above are governed by the BlueRock Investment Committee. They are not structured as BlueRock products, and we don’t invest in in-house investments, or directly hold or transfer any client assets. Our model is based on advisor-managed accounts, which can be turned off by you at any time, without needing to sell your investments.

We leverage technology that allows us to trade 7 different investment markets globally along with a full suite of other investment offerings.

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Our Approach to Investment Management

Your investment timeframe, capacity to deal with short-term setbacks and investment experience are all important aspects when determining the right strategy for you.