Unintended consequences
All investors are equal, but some investors are more equal
than others
Bordier UK partners with dynamic planners on risk target managed
portfolios
The Bordier Group
Bordier & Cie have been managing the wealth of private clients since 1844. For over 170 years we have been committed to managing these assets in a simple, independent and transparent manner. Bordier UK (previously Berry Asset Management PLC) is now a member of the Bordier Group.
A focus on investment management
Bordier UK focuses on providing investment management services. Most of our clients ask us to manage portfolios on a discretionary basis, where we make day to day decisions within an agreed framework and risk profile.
Professional advisers
A key characteristic of delivering and maintaining a genuinely personal service to our clients rests in the quality of the relationships which we build, not just with our clients but also with their other professional advisers.
A combination of the best elements of European and British private client investment management.
News & Press
2018 – Q2
No: 62, May 2018 – Thank you, dear Reader
No: 61, April 2018 – Slow cooking
Awards & Accolades
Bordier UK has received and retained a Defaqto 5 Star Rating for all three of our propositions (for our Bespoke, BMPS and PMPS offerings) for a third consecutive year – one of only three discretionary wealth managers to have achieved this.
Online services
Clients and their professional advisers have 24hr access to their portfolio valuations and performance information through our secure web service and also our iPhone and iPad apps.