Solutions
Institutional Client Solutions
Buglocon provides tailored asset allocation solutions for global institutional clients, including pension funds, insurance companies, endowments, and family office consortiums.
Core Services Include:
Strategic Asset Allocation (SAA) Advisory
ESG-Themed Portfolio Construction
Private Equity, Fixed Income & Cross-Border Fund Custody & Strategy Deployment
Multi-Asset Modeling & Risk Budgeting
AI-Powered White-Label Advisory Platforms
All institutional partnerships are supported by a dedicated advisory team, with periodic delivery of strategy reports, regulatory disclosures, and performance tracking data.
High-Net-Worth Individual (HNWI) Services
We offer integrated asset architecture solutions for HNW and UHNW clients, focused on structuring, tax efficiency, and wealth succession.
Service Scope Includes:
Global Investment Account Setup (U.S. / EU Stocks, Bonds, ETFs)
Multi-Currency Wealth Structures (USD, EUR, CHF, SGD, etc.)
Family Trusts, Estate Planning, Asset Protection, Identity Structuring
Offshore Trusts in Tax-Advantageous Jurisdictions (Cayman, BVI, Jersey)
Tangible Asset Integration (Art, Real Estate, Private Business Equity)
Each HNW client is served by a dedicated advisor, with legal/tax specialists providing periodic reviews of structural risks and inheritance efficiency.
ESG & Sustainable Investment Module
For socially conscious investors, Buglocon offers ESG-focused portfolios that combine value alignment and stable returns.
Service Scope Includes:
Allocation Focus
Clean Energy, Green Bonds, Women Leadership Funds
Exclusion Criteria:
Tobacco, Military, Coal & Other Grey Industries
ESG Rating Framework:
Data Sourced from MSCI / Sustainalytics / S&P ESG
Additional Services:
- Carbon Footprint Tracking & Impact Reports
- ESG Reporting Compliance for EU SFDR & North American ESG Disclosure Standards (for institutional clients)