Equity

 

Bio

Blue Square is a community of passionate investment professionals who are driven by the desire to provide a more comfortable and confident investment experience. The Blue Square Wealth team came from UBS, where they implemented risk managed investment strategies for High Net Worth clients beginning in 2011. Driven by the belief that there is a better way to help individuals and families invest and plan for their future, Blue Square Wealth was founded in 2019 to pursue these outcomes. The team is focused on creating a more comfortable and confident client experience through their proprietary technology and investment process that aims to reduce portfolio volatility.