Blu Family Office Ltd.

Overview

BLU FAMILY OFFICE LIMITED is an active private limited company incorporated in England on 8 May 2015.¹ Companies House records the company under SIC 66300, fund management activities.¹ Blu states that it is authorised and regulated by the Financial Conduct Authority.² The firm lists its office in Richmond, London, United Kingdom.²

History

Blu says it began as a private office managing the founding family’s assets, which were taken under management in 2009.³ Blu Asset Management was founded in the Netherlands in 2012 and is now named Stoic Capital.³ Blu Family Office was established in 2015 to serve United Kingdom clients.³ Blu Investment Management was established in 2022.³

Timeline

1. 2009Blu says it began as a private office managing the founding family’s assets, which were taken under management in 2009.
2. 2012Blu Asset Management was founded in the Netherlands in 2012 and is now named Stoic Capital.
3. 2015BLU FAMILY OFFICE LIMITED is an active private limited company incorporated in England on 8 May 2015.
4. 2022Blu Investment Management was established in 2022.

Leadership

Marie Redron is identified by Blu as chief executive officer and joined the firm in 2015.³ Vishesh Dawar is identified as investment manager and joined Blu in 2018.⁴ Hannah Porter is identified as senior relationship manager and joined Blu in 2023.⁵ Blu says its team includes specialists in quantitative modelling, trading and risk management.³ The firm states that its team collectively has more than 100 years of investment and portfolio management experience.³

Services

Blu provides bespoke investment solutions on a discretionary basis.² It also provides financial advice to retail and professional clients.² The firm says clients receive weekly investment insights, monthly newsletters, quarterly reports and webinars.⁵ Blu says it holds annual catch ups focused on each client’s situation, plans and circumstances.⁵

Blu says it does not hold client money and uses independent investment platforms for execution, custody and administration.⁵ It states that client assets are segregated and that Blu is authorised only to execute the agreed investment strategy.⁵ Clients may use onshore or offshore accounts, private banking services including Lombard lending, SIPPs, ISAs and general accounts.⁵

Blu says it charges no onboarding or upfront fees.⁵ Management, custody and transaction fees and product fees vary according to strategy and asset size.⁵ The firm says clients can cancel at any time, investments are liquid and there are no exit fees.⁵

What the firm offers

• Administration and bill pay
• Cross-border planning

Client focus

Blu describes its clients as an exclusive community of like minded families and investors.⁵ The firm says it is selective about clients so it can support a high level of service.⁵ Blu says clients have direct access to their accounts, founders, investment team and support team.⁵

Investment philosophy and approach

Blu says its investment philosophy does not rely on forecasting to optimise strategy.⁴ The firm says it invests alongside clients and treats them like family.⁴ Its strategy invests in global financial markets for equity growth, bond income and liquid alternative diversification.⁴

Blu says it does not take macroeconomic views, make tactical asset allocations or select individual stocks.⁴ It uses passive investing to capture long term market trends and actively rebalances portfolios when volatility creates opportunities.⁴ Blu discusses market neutral hedge fund strategies as a potential source of returns during equity declines.⁴ It says corporate and government bonds can provide yield and diversification.⁴ Precious metals and digital assets may provide additional differentiation for qualified investors, according to Blu.⁴

FAQs

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Sources

1. Companies House, BLU FAMILY OFFICE LIMITED, accessed 23 October 2026
2. Blu Family Office homepage, accessed 23 October 2026
3. Blu Family Office, About Us, accessed 23 October 2026
4. Blu Family Office, Investment Strategy, accessed 23 October 2026
5. Blu Family Office, Client Experience, accessed 23 October 2026

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.