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INVESTMENT UPDATE

2018 - Q3

4 October 2018
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Silly season

9 August 2018
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How do you solve a problem like Ireland

05 November 2018
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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.

Asset Risk Consultants

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.