Stephen Brook

At Balfour Capital Group, we offer trusted wealth management services to successful entrepreneurs, High Net Worth Individuals, and Institutions. Our specialized knowledge in global markets and risk management strategies enables us to protect, preserve, and grow our clients' wealth while seeking a reasonable rate of return. We are an independent company, and our most important duty is to manage our clients' assets diligently and rigorously. We have numerous prime brokerages and execution agreements and participate in payment for order flow with several financial institutions. Our world-class money managers have many decades of experience managing institutional assets. Our clients over the years have included fund of funds, wealth management advisers, and high net worth individuals from around the globe, including Switzerland, Europe, the Middle East, and Asia. As an institutional class fund management firm, we continually invest in the development of processes, controls, and technology required to meet our clients' needs. We employ a strict governance structure, regulatory compliance controls, business continuity facilities, security controls, and robust software development processes. Our extensive risk management framework places equal importance on operational risk, market risk, and credit risk. We invest heavily in technology, and our in-house software department has developed bespoke systems to manage the end-to-end task of systematic fund management.