Optimize and grow your investments with bespoke portfolio strategies. We specialize in managing UCITS and AIFs, ensuring risk-aligned performance across diverse asset classes.
Portfolio Management
Driving performance through customized investment strategies.
Risk Management
Protecting your fund’s performance with robust oversight.
Investment Management Solutions
Fund Operations & Administration
Simplify fund administration with comprehensive services like NAV calculation, investor reporting, and financial record maintenance.
Portfolio Management
Streamline your operations with precision and compliance.
Risk Management
Navigate complexities with our tailored legal support.
Facilitating seamless market expansion through EU passporting while ensuring transparency and regulatory compliance with trusted oversight.
Distribution & Marketing
Effortless cross-border distribution with EU passporting.
Governance & Oversight
Strengthen fund credibility with independent governance and oversight.
Market Expansion & Compliance
Bellatrix has transformed our investment approach, providing strategies that consistently outperform the market.
Bellatrix has transformed our investment approach, providing strategies that consistently outperform the market.
Bellatrix has transformed our investment approach, providing strategies that consistently outperform the market.
Regulated by Luxembourg’s Commission de Surveillance du Secteur Financier (CSSF).
UCITS
Offering investors security through strict investment rules and diversification mandates.
AIFMD
Managing alternative funds with transparency, risk control, and oversight.
EU Passporting
Seamlessly distributing funds across the European Union with a single authorization.
Financial Decision-Making to Help You Achieve Your Goals
Trusted Relationships with Leading Banks
Together, let's shape the future of investments
Ahead of the Curve
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UCITS (Undertakings for Collective Investment in Transferable Securities) funds are highly regulated and provide robust investor protection across the EU.
They offer transparency, liquidity, and diversification. As a Luxembourg-based ManCo regulated under CSSF, we provide UCITS funds with EU passporting, allowing seamless cross-border investments.
Our ManCo is fully regulated under the Commission de Surveillance du Secteur Financier (CSSF), adhering to stringent guidelines to safeguard investors and ensure transparency.
We leverage advanced compliance tools and offer discretionary management that aligns with regulatory standards across Europe.
Alternative investment funds offer diversification beyond traditional asset classes, such as stocks and bonds. These include hedge funds, real estate, and private equity.
Our ManCo provides a range of alternative investment options, offering potentially higher returns with customized risk management strategies.
We offer a range of life insurance products that complement wealth management strategies, including savings plans and unit-linked life insurance.
Our products are tailored to provide tax efficiency, asset protection, and wealth transfer solutions, benefiting both high-net-worth individuals and families.
Discretionary portfolio management is a service where our team of experts manages your investments on your behalf. Based on your risk profile, goals, and preferences, we implement a tailored investment strategy to grow and protect your wealth.
Our wealth managers actively monitor and adjust your portfolio to align with market conditions.
Our next-gen wealth management platform uses cutting-edge technology to provide personalized investment strategies, real-time data, and advanced analytics. It democratizes access to wealth management, offering tools that help clients make informed investment decisions and address gaps such as gender-based wealth inequality.
Luxembourg is a global financial hub with strong regulatory oversight, including CSSF, and offers the ability to passport services across the EU.
Our ManCo takes advantage of Luxembourg’s regulatory framework to provide clients with diverse investment options, from UCITS funds to alternative investments and life insurance products.
Our life insurance products and pension funds are structured to provide significant tax benefits, depending on your domicile. These products help in efficient wealth transfer, asset protection, and retirement planning, ensuring long-term financial security for investors.
We use state-of-the-art risk management tools, AI-driven compliance systems, and regular reporting to ensure full transparency. Our discretionary management service is tailored to meet your risk tolerance and financial goals, offering peace of mind while growing your wealth.
Thanks to EU passporting, our UCITS funds and alternative investment solutions are accessible to investors across Europe. We also offer customized wealth management services, including life insurance and pension plans, to international clients looking to diversify and optimize their portfolios.
Investment minimums vary depending on the product or service. For UCITS funds, the entry point is often accessible to retail investors, while alternative investments and discretionary management services typically have higher minimums.
Contact us for specific details tailored to your investment profile.