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 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.
The Bordier Group
Bordier & Cie have been managing the wealth of private clients since 1844. For over 175 years we have been committed to managing these assets in a simple, independent and transparent manner. Bordier UK (previously Berry Asset Management PLC) is a member of the Bordier Group.
A combination of the best elements of European and British investment management.
News & press
Touchbutton No: 84, August 2022 – Petrichor and the Pivot
2022 – Q2
Bordier UK decumulation service mapped to Dynamic Planner
Touchbutton No: 83, April 2022 – Cash is rarely king
Awards
Bordier UK has achieved and retained, over the past ten years, the maximum Defaqto 5 Star Rating for our WMS (bespoke) and MPS propositions. Our PMPS offering has been 5 Star Rated since the inception of Defaqto’s DFM MPS on Platform Rating category in 2014. We are one of only three DFMs to have achieved these highest three Defaqto DFM Star Ratings across this period.
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 iOS and Android apps.