Beacon Hill Wealth Management Ltd

Overview

Beacon Hill Wealth Management Ltd is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm uses a percentage-of-AUM fee model and positions itself as an ESG-aware allocator, integrating environmental, social and governance considerations into its selection process. Beacon Hill is not a capital-allocating shop—its model centers on selecting third-party mutual funds and external managers rather than running proprietary pooled vehicles—and it reports a mix of foreign-entity and individual ownership. Investment emphasis is toward liquid public vehicles and diversified portfolios rather than concentrated single-stock bets. The advisory offering is designed for individual and family clients who want a blend of mutual fund-driven core exposures, supplemented with hedge fund and real estate access where appropriate. The firm is SEC-registered as of 2024 and provides both discretionary and non-discretionary management depending on client needs.

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Public Holdings

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Location & Offices