Beta 2 Ltd - ‘A Refreshing Risk Managed Market Alternative’
Beta 2 Ltd, are an Investment Boutique based in the City who specialise in the FX and Precious Metal arenas and work with HNW individuals, UHNW individuals, corporations, pension funds and family offices.
Beta 2 have a solid and successful business model, but are only now beginning to expand their introducer/distribution channels allowing them to work with IFA’s and other introducers. Their methodology revolves around striving for 100% client retention, as they understand in an ever changing uncertain market climate, that the client has to be their number one asset.
But, because the clientele/Introducers will liaise directly with the traders/wealth managers in the B2 team, they will facilitate remuneration structures with IFA’s/Introducers that are very profitable.
Why should you consider working with Beta 2?
They believe the markets they trade in; can perform in any market climate. Currently their team consists of traders and wealth managers who manage and trade their own clientele, but because they realise the current market climate is resulting in investors having to look for alternatives, they want to actively approach these individuals/entities via Introductory networks they are facilitating.
Their trading philosophy is technically orientated and builds clientele portfolios consisting of multiple smaller positions. Their portfolios are fairly well hedged, but they always have some form of market bias. Right now that bias is ‘risk off’. Therefore, their portfolios will perform well if there is a ‘risk off’ sentiment where asset classes underperform across the board, and ‘risk on’ currencies like EURO and AUD sell off. On a daily basis they trade with, or hedge against this bias. As sentiment changes- so will their portfolios.
B2 have structured BDM/Introducer arrangements with other key introducers. Predominantly they operate this is line with their day to day business they conduct. For instance, most of their introducers are lawyers, accountants, IFA’s etc.
Like you they have a network of clients and individuals they meet, where not only could they offer their own service, but also the services of Beta 2.
As an introducer they offer very generous revenue shares. Therefore, although they will be undertaking all of the work and taking on all of the compliance risk- they will be happy to build large revenue streams with you indefinitely.
You (like your clients) will also be provided with online log in details so you can follow your clients trading accounts.
Most importantly of all, as mentioned earlier, their business model thrives through client retention, so the key for them is to manage the risk as effectively as is possible, and ultimately- yield the investors percentage returns.
B2 would be very interested in hearing from any like minded IFA/Introducer who are looking for an investment product for their clientele, that offers a personalised risk managed approach, that caters for clientele with an extremely varied risk tolerance, and ultimately- provides an excellent service that will be long lasting.
You can also witness their most recent trading views by following this link below, or browsing their website at www.beta2.co.uk
Chief Executive Officer
Beta 2 Limited (FSA number 529092) are authorised and regulated by the FSA to conduct business in the United Kingdom.
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Author: LifeTalk Admin (Bella)
Posted: Tuesday, July 24, 2012 | 10:29:29 AM