Profitability
The Bordier Group has held financial records of its profitability since 1844 and has not had a trading loss since 1950.
Very few financial services companies could say the same.
Who are we?
“The name may be new to some, but Bordier & Cie (UK) PLC is the product of a long relationship between a contemporary British boutique and a grand old Swiss bank. While an understated approach is common to both the British and the Swiss characters, Bordier UK manages to differentiate itself through a combination of the best elements of European and British investment management: an assured, yet uncomplicated investment solution; clear and transparent communications in all languages – performance, fees or investment thinking; with an objective to enhance performance through both operational efficiency but also hard work and investment savvy. Most importantly, Bordier UK has a GBP performance history to support the lineage of its namesake.” Source: Asset Risk Consultants (ARC)
Bordier & Cie (UK) PLC can trace its London history back to 1981, when Berry Asset Management was established by Jamie Berry.
The Bordier Group formed a strategic alliance with Berry when it acquired a stakeholding in 2001. Since then, the relationship has deepened and broadened significantly. In September 2014 the firm changed its name.
Bordier UK focuses on providing investment management services. Our clients include private clients, trustees, personal pensions, charities and City livery companies.
Several key characteristics set us apart from many of our competitors:
- We concentrate on investment management
- We have no in house products to sell
- We have a clear and competitive pricing structure
- We submit portfolio performance to Asset Risk Consultants (ARC)
- We have our principals’ money invested alongside our clients
- We are part of the Bordier Group, which is directed by three Managing Partners who carry
unlimited liability
Explore our website. It will tell you about us and how we invest and look after our clients. If you like what we say, contact us and we can arrange to meet.
Jamie Berry – Chairman
Key facts and figures
As part of the Bordier Group, Bordier UK has access to more than 180 years of investment experience, and with the Bordier Group having 11 offices in six countries across three continents, we are a member of a truly global business.
Our core values
We are committed to providing the highest standards of service and investment management solutions to our clients. Our core values are central to our business and our relationships. It is how we do business with each other, our clients and their trusted advisers.
Our corporate responsibility
Creating a sustainable future
For over 180 years the Bordier Group has remained committed to safeguarding and growing the wealth and assets entrusted to us and to passing these on to future generations.
This ethos of sustainability is applied to all aspects of our business and we recognise that preserving the environment is an integral part of building a better tomorrow for you and your family.
SolarStratos
In 2022, we became a proud official sponsor of SolarStratos – a pioneering expedition to the edge of space demonstrating the power of solar energy for a sustainable tomorrow.
By partnering with the SolarStratos expedition, we are continuing our commitment to protecting the planet for the future by promoting a renewable energy source as a viable alternative to fossil fuels.
Raphaël Domjan, pilot and founder of the mission, on Bordier’s decision to partner alongside SolarStratos: “Faced with the climate emergency, we need to boost our scope to innovate and demonstrate a pioneering spirit. The entire SolarStratos team is delighted to share their values with the Partners and employees of the Bordier group.”
More about SolarStratos
SolarStratos is an adventure led by SolarXplorers SA. It’s mission, launched in 2014 by Swiss eco-explorer and pilot of the aircraft Raphae?l Domjan, is to perform the first ever manned, solar-powered flight into the stratosphere, which will last around six hours. To make this feat possible and limit the weight of the aircraft, the aircraft will not be pressurised, and instead its pilot will wear a pressurised astronaut suit, powered only by solar energy – also a world first.
SolarStratos is intent on demonstrating that by using currently available technologies, it can perform amazing feats exceeding the potential of fossil fuels to fly at high altitudes, to where no electric or solar-powered aircraft has gone before.
As well as spearheading innovations, SolarStratos aims to promote solar energy and electrification of our society as a means of reducing greenhouse gas emissions and shielding our environment from the effects of climate change.
Previous sponsorships
Under The Pole (2018-2021)
In 2017 we started to explore how we could extend our vision of a sustainable future to the furthest reaches of the globe, and in January 2018 we became a main sponsor of the ‘Under The Pole’ international expedition, working to preserve our oceans and our planet for generations to come.
The planet’s oceans are a pivotal natural resource: serving as climate regulators, carbon wells and fishing resources which represent the main source of animal protein for approximately one billion people. Nonetheless, it’s estimated that we have only explored 5% of our oceans and that 90% of subsea species are yet to be discovered.
In becoming an official sponsor of the ‘Under The Pole’ III Twilight Zone expedition in 2018, the Bordier Group made a responsible and sustainable commitment to improving knowledge of the deep-sea environment and the challenges arising from climate change.
Launched in 2010, ‘Under The Pole’ was a fully-fledged business venture, and has gathered more than 100 experts into an interdisciplinary team – from divers, sailors and scientists to mechanics, engineers, photographers, cameramen and doctors. Over three years, they explored the Earth’s oceans, starting in the Arctic Ocean before transiting via the Pacific to the Antarctic, and then finally to the Atlantic.
The objective was to participate in a better understanding of the underwater world by studying the impact of global warming on the oceans, with exploration focusing on the so-called ‘Twilight Zone’ – sea beds situated between 50 and 150 metres below the surface level – and about which relatively little is known.
In the office
Closer to home, we continually seek out ways to reduce our carbon footprint, making changes in the knowledge that even the smallest action can still play a part in influencing the outcome of climate change.
‘The single raindrop never feels responsible for the flood.’ Douglas Adams
- All our valuations are digital, unless paper versions are specifically requested. We discourage printing (particularly in colour) where practical, only using paper from Forest Stewardship Council (FSC) approved suppliers.
- We use refillable glass bottles of water in all meeting rooms and encourage as much recycling as possible, including the recycling of computer hardware through approved vendors.
- We offer a bike-to-work scheme and provide showers and changing facilities, making it easy for our team to participate. We also encourage the use of video conferencing/Skype for Business where possible to reduce business travel.
Giving back
We strive to make a meaningful impact in our community and pride ourselves in supporting causes where we can see first-hand the positive difference our work has achieved.
Our dedicated, employee led, Charity Committee arranges a variety of fundraising events, actively inviting our team to nominate charities of personal significance to benefit.
Through this and other firm-wide events, our team are encouraged and empowered to continually engage with those in need, whenever they can, ensuring that as firm we remain committed to helping others.
‘Habit is a cable; we weave a thread each day, and at last we cannot break it’ Horace Mann
Read more about some of the different projects undertaken by our staff below.
Bordier Bag Drop
Our ‘Operation Bordier Bag Drop’ initiative is designed to help some of the 8,000 homeless individuals living in London. The project enables our team to sponsor, assemble and distribute eco-friendly cotton bags containing a range of essential items to those living rough in our office locale. This unique project, undertaken entirely by staff, proved such a success it has been replicated and met with continued positive reception.
Running for Good
A Bordier Group-wide initiative, the ‘Running for Good’ project encourages employees to participate in seasonal running, swimming and cycling events around the world. With the mantra ‘The more you run, the more good you do’, funds are donated to charity based on the number of kilometres covered.
In 2018, Bordier employees walked, ran and swam a total of 1,073 kilometres, raising over £12,700. The funds raised were donated equally between two deserving charities; the Riding for the Disabled Association and Veterans Aid.
Green Shoots
Over the course of four intense days, dedicated staff helped transform the gardens of two houses run by Centrepoint, a charity that provides housing and support for young homeless people across the UK. The gardens provide a place for house meetings and a relaxing environment for the young people to enjoy. The project enabled staff to meet some of the young people staying at the houses, based in North London, together with Centrepoint staff to learn more about the charity.
Key contacts
Directors
Grégoire Bordier
Non-Executive Director, Bordier Partner
[email protected]
Grégoire started his career as an investment analyst at Donaldson, Lufkin & Jenrette Securities in New York, after which he spent several years with Credit Suisse First Boston. He attained his MBA from Dartmouth College, USA in 1994 and became a partner of Bordier & Cie in 1997. In 2001 he joined the board of Bordier UK as a non-executive director.
Ian Heap
Chief Executive Officer | Investment Director
[email protected]
Ian is Chief Executive Officer of Bordier UK and has over 20 years’ experience in private client wealth management. Ian launched his investment management career in 2002 at Close Brothers plc, joining from a large IFA group where he managed a book of discretionary private and corporate clients in the wealth management division.
After joining Bordier UK in 2005 as an Investment Manager and member of the Investment Committee, Ian became a board director in 2019 whilst heading up the Portfolio Management Team. His role involved providing support and advice on internal and external business giving him a platform for his leadership position and responsibilities today.
Ian is a Chartered FCSI for the Securities and Investment Institute and holds both the Financial Planning Certificate (FPC) and Securities Institute Diploma (MSi Dip). In March 2014, Ian was named one of PAM’s Top 40 under 40s for 2014.
Jamie Berry
Executive Chairman
[email protected]
With more than 50 years’ investment experience, Jamie joined the international fund management group GT Management in 1973 as a UK portfolio manager. From 1977 to 1981 he was managing director of GT’s unit trust subsidiary. In 1981 he established Berry Asset Management, which first forged a strategic alliance with Bordier & Cie in 2000. In 2007 Bordier & Cie acquired a controlling stake in the firm, which is now a wholly owned part of the Group and changed its name in 2014.
In 2008, Jamie was voted Spear’s Wealth Manager of the Year and in 2012 he was voted #1 in the Citywire Nifty Fifty Wealth Manager Index. Jamie is now Executive Chairman of Bordier UK and concentrates on managing client portfolios.
Mark Robinson
Chief Investment Officer
[email protected]
Mark has more than 35 years’ experience in the financial services industry, over 25 of which have been with Bordier UK. From 1986 to 1993 Mark was employed at Touche Remnant, working in the Private Client department. In 1993 he joined John Scott & Partners as their Investment Director and in 1995 joined Bordier UK. Mark is a director of the company and is the Chief Investment Officer, overseeing the firm’s investment strategy and research capabilities. Mark is an Associate member of the CFA Society of the UK (CFA UK).
Anthony Clewlow
Chief Operating Officer
[email protected]
Anthony is an experienced information technology professional with a strong background of driving efficiencies through bespoke software development and project management. After graduating in 1997 with a bachelor’s degree in Physics, Anthony spent over 10 years at Electronic Data System before joining Bordier UK in 2009 as a Software Development Manager. Anthony became the Director of IT in 2017 and subsequently Chief Operating Officer and a director of the company in 2021. He is the Data Protection representative for Bordier UK, ensuring the firm’s compliance with the General Data Protection Regulation (GDPR), and is also a member of the Operational Risk Committee.
Other key contacts
Tom Cairns
Senior Investment Director
[email protected]
Tom started his investment career with James Capel Investment Management in 1996, which latterly became HSBC Investment Management. Tom joined Bordier UK in 2004 and is a Senior Investment Director. He has been a member of the Investment Committee for over 20 years and is also chair of the Investment Oversight Committee. Tom specialises in managing private client portfolios for high and ultra-high-net-worth individuals, trusts, charities and companies. Tom is a Fellow of the Chartered Institute for Securities and Investment.
Susan Dixon
Head of Client Services
[email protected]
After graduating from St Anne’s College, University of Oxford, in 2009 with a degree in Modern History, Susan began her career at Bordier UK in 2010. She has worked in the Operations and Client Services teams and was promoted to Head of Client Services in 2016. In 2021, Susan became an Associate Director of Bordier UK. Susan specialises in client and adviser queries relating to all matters apart from the investment of client funds. Susan holds the Investment Management Certificate.
Hugo Docx
Investment Director
[email protected]
Having graduated with a Masters in Mechanical Engineering from the University of Nottingham, Hugo joined Bordier UK in 2015 and has been an Investment Director and core member of the Investment Committee since 2020. Hugo has been with Bordier UK for over 10 years and specialises in managing private client portfolios within the UK.
Mark Duggan
Managing Director – Distribution
[email protected]
Mark has over 25 years’ experience within the financial services industry, having spent time at Charles Stanley & Co. Limited and Zurich Intermediary Group before joining Bordier UK in 2021 as Director of Sales and Marketing.
Mark manages the business development and marketing teams, who support and develop Bordier UK’s growing network of relationships with networks, nationals and regional financial advisers. He works closely with the professional adviser community, helping to enhance their investment proposition and improve client outcomes. Mark specialises in retirement income advice, as well as overseeing Bordier UK’s Tailored MPS relationships with their strategic partners.
Mark is a CII Chartered Financial Planner, CISI Member and SLA Accredited.
Dipesh Mesuria
Head of Fund Research
[email protected]
Dipesh has worked at a number of prestigious asset management firms such as F&C, Schroders and BlackRock. After which he moved across to private wealth management, working at Coutts. Dipesh joined Bordier UK in 2012 as a Senior Research Analyst and was subsequently promoted to an Associate Director and Head of Fund Research. He is a member of the Research team with specific focus on investment strategy, research and model construction. He is also a voting member of the Investment Committee, responsible for both top-down macro and bottom-up micro asset allocation across all asset classes and sectors. Dipesh is a Chartered Member of the Securities Institute, holds the Investment Management Certificate and is a level three CFA candidate.
Robin Perry
Investment Director
[email protected]
Robin joined Bordier UK in 2019 as an Investment Director and member of the Investment Committee. He has over 30 years’ experience in managing portfolios for high-net-worth individuals having worked previously at Deutsche Bank Private Wealth Management, Barclays Wealth and Schroders. Robin is also a member of the Chartered Financial Analyst (CFA) Institute.
Simon Skerratt-Williams
Head of Wealth Planning
[email protected]
As Head of Bordier Wealth Planning, Simon provides a wide range of financial advice to our clients who do not have their own financial adviser. For more than 30 years, since graduating in Law from Southampton University, Simon has been providing advice to private clients out of a broad range of leading financial institutions including traditional investment managers, global investment banks and a multi-family office. As well as amassing a significant level of technical expertise, Simon has gained an innate sense of what is right for private clients through many years of practical experience.