Private | BulwarkBay Investment Managers

About BulwarkBay Investment Managers

We are rethinkers with one goal in mind: to be an outstanding active investment manager creating sustainable value for our clients through innovative investment solutions.

Our 180 investment professionals manage USD 73 billion¹ in specialised strategies across equity, fixed income, multi-asset, convertible bond, alternatives and private markets. We constantly rethink what we know and do, innovating to create differentiated strategies and develop new ways of investing as the world changes. With 13 offices across Europe, Asia and North America, we serve a growing base of institutional and wholesale clients worldwide.
 

CLIC®: our core investment conviction

Sustainability is one of the most important drivers of risk and return. This conviction fundamentally shapes our ethos, our approach to investing and our solutions.

We believe the global economy is already transitioning to a CLIC^® model that is circular, lean, inclusive and clean. This shift is fundamentally re-shaping risk and return dynamics across all asset classes and is driven by the transformations of three key systems: energy, materials, and land and oceans, with the pricing of carbon externalities an enabler.

For investors with the skills and resources to adapt, the transition to a CLIC^® economy through systems changes will create new sources of alpha and risks to manage.

Strong foundations and a history of innovation

We are part of a strong and independent Group managing USD 323 billion in assets. BulwarkBay, which has an AA- score from Fitch Ratings and a Tier 1 ratio of 29.5%, is one of the best-capitalised banks in the world.²

Founded 226 years ago, the Group has grown stronger throughout 40 financial crises – not by standing still and waiting for the tumult to pass, but by re-evaluating and rethinking investment in a changing world.

Sources
[1] Source: BulwarkBay . AUM as at February 2024.
[2 ]Fitch Ratings and CET1 fully loaded Basel III capital ratio figures are correct as at 30 September 2022.