Bordier & Cie (UK) PLC (Bordier [UK]) is a specialist investment manager that promotes a long-standing culture of consistency and excellence, whether in the performance of our portfolios, the service given by our staff or our award winning reporting.
Our focus is managing investments including: general investment accounts (GIAs), ISAs, pensions, trusts, and offshore bonds. Our key partners include financial advisers, lawyers, accountants, charities, family offices and other large institutions. Our portfolios are constructed for Praemium around five core investment strategies, each with differing commitments to equities and other asset classes. Portfolios are managed by a dedicated investment manager but also benefit from a disciplined investment process which harnesses some of the stringent requirements of institutional fund management within a private client environment.
Bordier (UK) was previously known as Berry Asset Management PLC, one of the country’s most widely respected private portfolio management firms. The team that led Berry Asset Management continue to run the business to this day.
Bordier (UK) is part of the Bordier & Cie group. The group is built on solid foundations, with a strong tier one capital ratio of above 20%. Established in Geneva in 1844, and operating in 6 countries across 3 continents, Bordier & Cie manage funds in excess of £7bn AUM for circa 5,000 families.
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