Pensionbee

Overview

Pensionbee operates as a corporation focused on portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-AUM basis and serves a retail-oriented client base made up of individuals and families. Its stated investment preference is equities, with the business running as a relatively small, equity-focused adviser rather than a multi-asset or alternatives allocator. Pensionbee is not positioned as an ESG specialist, pension consultant, or capital allocator; its advisory activity centers on managing individual accounts and small-business relationships through exchange-traded vehicles and listed securities.

Assets & Accounts

Public Holdings

Location & Offices