Bramfort has a long track record of managing the complexities of assets.




These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead.



Foreign Exchange

Bramfort finance offers a broad array of professional services and access to the global foreign exchange markets for commercial and institutional clients


As one of the world's largest investors in real estate, we own and operate iconic properties in the world's most dynamic markets.


We are one of the world's largest infrastructure investors, owning and operating assets across the utilities, transport and energy.

Fixed Income

We meet our investor's needs by offering a broad fixed income solution set and targeted global market intelligence.


Welcome to Bramfort

We begin by getting a deep understanding of your personal situation, goals and needs. Bramfort Finance uses this information in our top-down investment process to first determine the mix of Alternative funds, fixed income, cash or other securities that maximizes the likelihood of reaching your financial goals.

We believe this decision has the biggest impact on your returns over time. From there, we emphasise parts of the market we believe will perform best, such as different countries and assets market sectors. Finally, we analyze individual stocks and other securities and select those we believe will perform best. We believe this active, flexible approach to portfolio management enables us to capitalize on global investing opportunities and help you achieve your financial goals.

Investment Strategy

We seek out business teams with the coherence and expertise to develop a project capable of reaping long-term financial returns, which has positioned us as a firm with reliable investment expertise and dependable profitability.

We know that established branding enhances the value and dependability of investments.

We identify businesses with strong management teams and a demonstrated record of sustained growth and strong financial returns.

We have a unique network of contacts with government and business leaders throughout the United States and around the world.

We seek out opportunities for capitalizing on untapped value that others have failed to recognize.

Investment Management

Our client's portfolios benefit from an array of investment strategies across different asset classes in both public and private markets.

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Wealth Planning

We help our clients understand the path of their finances through comprehensive wealth planning. This complimentary service empowers our clients to realize the true potential of their wealth, and empowers us to thoughtfully manage their investments.

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Wealth Planning

We help our clients understand the path of their finances through comprehensive wealth planning. This complimentary service empowers our clients to realize the true potential of their wealth, and empowers us to thoughtfully manage their investments.

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Responsible Investing

At Bramfort Finance we consider environmental, social and governance (ESG) issues throughout the investment decision-making process and life-cycle. We believe that robust and well-implemented ESG policies and practices contribute directly to the long-term success and sustainability of our portfolio companies. Implemented effectively, they help us to protect and enhance reputation and financial performance whilst creating stronger, more valuable companies which can create benefits for all stakeholders: from employees to customers, suppliers to shareholders, and the wider community at large.

We review our approach to ESG regularly to ensure that it continues to reflect best practice.

Professional Portfolio Management

Bramfort believes portfolio management is far more than just buying stocks and bonds and hoping they do well. We combine a tested "top-down" investment approach with personalized planning to build a portfolio tailored to your long-term financial goals. Our proven approach has attracted over $649 billion* from a global base of individual and institutional clients.

A philosophy rooted in the pursuit of alpha

Our clients rely on us to deliver performance alpha consistent with their specific objectives, taking into account both the level of return and the amount and type of risk taken to achieve it. In our experience, the best way to deliver true alpha is through fundamental, bottom-up research and disciplined portfolio construction, leveraging the skills of our highly experienced investment teams.

A focus on long-term, risk-adjusted returns

Our teams understand the importance of pursuing outcomes with superior risk/return characteristics. This focus is embedded in each step of the investment process.

High-conviction, risk-aware portfolios

Our focus on proprietary, security-level research allows us to build high-conviction, differentiated portfolios. Our risk management processes provide valuable insight to help our teams understand potential outcomes.

Specialized experience

Our equity teams are led by industry veterans—many with decades of experience managing their respective strategies—who work tirelessly to implement investment processes that can endure through changing markets.

Research driven

In an environment defined by uncertainty, the role that independent, bottom-up research and analysis plays in the investment process becomes ever more critical. Our structure fosters a research environment characterized by focused investment teams and embedded analysts with the ability to take advantage of our global reach.

Proprietary research

Original research is the cornerstone of effective investment processes. We pride ourselves on conducting bottom-up, independent research to generate unique company insight.

Global connectivity

We’re proud of our collaborative culture. It’s evident in the way we share our work across investment teams and asset classes—from formal collaboration to informal engagements, our research efforts are truly global. We harness all of our intellectual capital for the benefit of our clients.

Engaged debate

Our culture actively promotes a diversity of views. Open exchanges of ideas enables our teams to refine their investment theses and bring us closer to identifying the best investment ideas.

Multidimensional risk management

Bramfort risk management is at the heart of everything we do. It starts with clearly defined and transparently communicated investment processes, includes formal ESG analysis with the support of dedicated specialists, and continues with ongoing multiple levels of portfolio and operational oversight. The goal is for our portfolio teams to take risk in alignment with client expectations.

Clear investment processes

Our transparent investment processes detail how each investment team identifies and implements investment opportunities and the risk/return profile to be expected. We believe that strict adherence to these guidelines is one of the most effective forms of risk management.

ESG integration

As a signatory of the United Nations-supported Principles for Responsible Investment (UN PRI) initiative, we're committed to investing responsibly and supported by a global team of dedicated ESG specialists whose recommendations help shape the investment process.

Robust oversight

Portfolio risk management is supplemented by our independent risk and quantitative analytics team—which partners with investment teams to measure behavioral biases and other risks but reports to senior investment management—and an operational risk management function that assesses risk across the complex.

Here to guide your next step.

Our advisors can get you closer to your dreams-showing you the right financial steps to take today and in the days to come. Here's what you can expect when you work with one:

Answers to the questions you have, and the ones you never knew you had

Help seeing your financial blind spots and ways to account for them

A judgment-free, pressure-free environment

A financial partner who sees where you are now and where you want to go