2021 - Q4
Duggan appointed Director of Sales and Marketing
A Large US Market Exposure Pays Off For Bordier UK
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 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 investment management.
News & press
2021 – Q4
Duggan appointed Director of Sales and Marketing
No: 81, November 2021 – How worried should we be about inflation?
Awards
Bordier UK has received and retained over the last seven years the maximum Defaqto 5 Star Rating for our WMS (bespoke), MPS and PMPS propositions – one of only three discretionary fund managers (DFMs) to achieve the top rating in three DFM categories during 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.