WE ARE
BAZALGETTE EQUITY
specific investment management and advisory needs of high net worth
individuals, families, trusts and charities.
Bazalgette equity Story
As an independent wealth management and investment advisory firm we provide trusted advice that is based on understanding the needs of our clients and responding to them effectively.
Our group is a multi-family office.
Bazalgette equity was born out of a request from its founder’s clients, who wanted to be independent from anyone financial institution. The clients wanted to continue working with their trusted adviser but did not want to keep all their assets in one bank. They wanted access to multiple custodians, multiple jurisdictions, institutional pricing, and investment banking products that were not necessarily available at private banks, while at the same time having one point of contact.
Bazalgette equity Philosophy
Financial markets are changing the industry landscape. Clients now demand greater value and transparency from their financial advisors. Bazalgette equity helps clients better achieve sustainable value through complete alignment.
Our portfolios are tailor made to achieve low volatility and long term returns based on the clients’ desired risk profile.
As a truly independent advisor, we adopt an objective approach to advising our clients and allocating their capital. We do not push products or provide packaged wealth management solutions as do, to varying degrees, the larger houses.
Bazalgette equity provides complete personalization and impeccable services to wealth creators, their families and foundations.
OUR
Services
WEALTH & ASSET MANAGEMENT
Bazalgette equity can manage all aspects of client custody, banking transactions, investments settlement and acts single point of contact.
PRIVATE EQUITY & REAL ESTATE
Due to our network of counterparties and clients, we offer unparalleled access to private equity, Start-up investments & Real Estate opportunities.
FAMILY OFFICE SERVICES
Assistance in structuring personal assets for wealth protection, succession & tax planning including trust and company formation.