Who Bordier serves
A family owned and managed bank dedicated to private clients and their families. Families who already run a family office are covered separately, on For family offices. Bordier is itself an entrepreneurial house, owned and managed by the fifth generation of the family that founded it, with managing partners who carry unlimited personal liability. It has run its own succession across five generations, which is the problem many of its clients are working on.What is available
Wealth Management
Discretionary, advisory and execution-only mandates, financial planning, and succession, estate and wealth transfer planning.
How Bordier invests
The investment philosophy behind every mandate: protect capital first, so that compounding can work.
Private Asset Management
Institutional-grade management, measured against institutional benchmarks, made available to private clients.
Services
Lombard lending, multibooking, digital assets, retirement and pension planning, and wealth transfer.
How the relationship works
With Bordier & Cie SCmA and Bordier & Cie (Singapore) Ltd, a client deals directly with a senior banker rather than through a product desk, and Bordier runs no in-house fund range to place, so selection is made on an open architecture. Communication and regular review sit at the centre of the service model, with monthly performance reporting, meetings whenever they are needed, and round-the-clock access to the portfolio through the b in touch platform. The detail is on What Bordier offers.In the United Kingdom
UK residents are served by Bordier & Cie (UK) PLC, which runs its own investment strategies and its own service range.Related
- What Bordier offers, the three offerings side by side and the service model behind them.
- The Continuity Compact, Bordier’s framework for wealth that passes between generations.
- Questions about Bordier, the short answers to the questions asked most often.
- Bordier terms, the abbreviations that appear in Bordier documents.
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.