Independent asset managers
A manager who runs client money but is not a bank depends on a bank for custody, trading infrastructure and product access. Bordier acts as that bank, from Switzerland and from Singapore, and the manager keeps the client relationship.- Custody and private banking for the manager’s clients, including fiscal matters and corporate actions.
- Access to the trading room, the analysts and Bordier’s research publications.
- Open architecture across equities, fixed income, structured products, funds, private equity and digital assets.
- IAM in touch, the platform for orders, portfolio analysis, consolidation, client reporting and electronic filing.
- Direct connectivity, so positions and transactions arrive in the manager’s own system over a secure file transfer rather than a second login.
- Access to the group’s specialists: consolidation, Family Services, advisory and financial planning.
Related
- Working with independent asset managers, the offering in full.
- Regulatory and identifiers, which entity is authorised by which regulator.
- Services, the services that sit around a mandate.
- Bordier terms, the abbreviations used on this page.
General information only. Not investment advice, not a solicitation and not an offer. Eligibility, services and terms differ by jurisdiction and by client. Speak to your banker about your own circumstances.