Balancing Strong Performance with Effective Risk Management

Bullseye Financial is a leading wealth and asset manager offering investment management services to professional, private and institutional clients.

Why Bullseye Financial?

Truly Bespoke

We understand everyone’s financial needs differ, which is why our Investment Managers are focused on what really matters to you.
We will follow your investment objectives, allocating your investment to the applicable portfolio.
In providing our Discretionary Investment Management Service we strive to ensure all investment decisions made are suitable for you.

Industrial Expertise

We have among the most qualified and experienced investment professionals in the UK. Our investment management services give you all the benefits of our expertise in research, portfolio construction and ongoing portfolio management.

BFL follows a flexible approach to the portfolio, also benchmarks the performance of portfolios. The investment decisions are made at the portfolio manager’s discretion.

Well Diversified

We guarantee well diversified portfolios, including financial instruments such as:
Listed equities, exchange traded funds, derivatives, money market investments, high-grade government bonds, corporate bonds, securities issued by private companies, REITs, and foreign exchange.

Periodic Review

We understand that not only markets change, but also our client’s objectives and priorities. We review our investment portfolios continually to ensure they always reflect our latest investment research, and to ensure they remain in line with our investors’ aims while maintaining the balance between preferred risk and return. We can also review your investments whenever there is a big change to your circumstances.

Risk Under Control

Our clients are not necessarily averse to taking risks with their money, but they are sensitive to losses. We create portfolios that benefit from rising markets, whilst limiting losses when markets fall.

Our risk management framework ring-fences discretionary implementation on a stop loss and profit taking level. Stops are implemented on a position, sector and asset class level and are monitored weekly via detailed risk reports.

Investment Management

Our ready-made portfolios invest in a broad mix of assets across a range of industries – set for 2 risk appetites whilst improving probability of investing in the right places.

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Ready-To-Invest Portfolios

Our ready-made portfolios invest in a broad mix of assets across a range of industries – set for 2 risks appetite while improving the chances of investing in the right places.

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Our Partners

Our Partners include world-leading accounting and legal firms, as well as top custodian banks.

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