Investment solutions

The asset-class expertise behind Bordier’s mandates. Each of these sits inside the wider approach to investment: protect first, so that compounding can work.

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Equities

The equity process separates the portfolio into a long-term core and a shorter-horizon satellite. Core holdings are the stable, long-term foundation. Bordier looks for what it calls virtuous companies, roughly one in six of the universe being eligible, judged on a private-equity approach to the business, free-cash-flow generation and economic value creation. Of those eligible, around a third are bought, on price: fair value based on discounted cash flow, tested against Bordier’s own scenario, with price-to-fair-value tracked and the portfolio adjusted accordingly. This is the long-term strategy, and the compounding engine, at roughly two thirds of the portfolio. Satellites are smaller, flexible, higher-growth positions covering the remainder of the universe, including regulated sectors, banks, deep cyclicals and special situations. Here the work is relative valuation and anomaly: peer-group multiples, whether a discount or premium is warranted, then selection and rotation. Shorter to medium horizon, roughly one third of the portfolio. Sustainability analysis and rating run across both.

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Fixed income

A team with more than twenty years of experience, working on two fronts. Strategy. A proprietary framework, quantitative and qualitative. Analysis of the macroeconomic context establishes where the cycle stands, alongside valuations and market technicals, meaning market structure, issuance activity and fund flows. The resulting view on the trajectory of rates and spreads translates into positioning decisions used by the investment committee for discretionary mandates. Selection. Screening for value across the main fixed-income benchmarks, focused on public companies and liquid bonds. A weekly recommendation list runs to roughly 600 bonds across four currencies (USD, EUR, CHF, GBP), multi-sector and spanning developed and emerging markets. The bottom-up, relative-value process is proprietary and deliberately independent of agency ratings, covering investment grade, high yield and hybrids.

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Funds

Three things define the fund offering.

1. A complete and coherent range. Traditional (equities, bonds, commodities), alternative (hedge funds) and thematic (climate transition, emerging technologies and others). Selection is aligned to the bank’s philosophy of capital preservation and downside-risk control.
2. Access to selected external expertise. Top-tier external managers, both the industry’s must-haves and more specialised niche managers.
3. A distinct positioning. A direct link between a fund’s selection and its contribution to the whole portfolio, unconstrained by indices, and tailored to the individual client.

Bordier’s internal funds are run the same way as its largest portfolios, drawing on the in-house research department of economists, equity analysts and credit analysts, with low turnover, a long-term approach through short-term noise, and low-cost sector trackers used to mitigate risk.

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Private equity

Access runs through the Bordier PE Club, built on four principles.

• Access. The partners’ network reaches top funds, with a lower minimum commitment than direct access would require, and relationships that reach the fund managers’ own investment teams.
• Advice. Bespoke portfolio construction, selection of suitable strategies and funds, and education on how the asset class behaves.
• Alignment. The unlimited-liability structure, and partners who invest in each selected fund alongside clients.
• Accompaniment. Performance reporting and analysis, updates on portfolio companies, and cash-flow planning, which matters in an asset class that calls capital over years.

Diversification is deliberate across sub-class (venture, growth, buyout, secondaries, infrastructure, private debt), geography (Europe, North America, Asia Pacific), vintage year and manager.

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Structured products

Bordier advises on structured products but does not issue them, and that distinction is the point: not being an issuer is what allows the bank to select the most competitive offer in the market on the client’s behalf, through a competitive process across more than fifteen counterparties. What they can do. All underlying asset classes (equities, credit, rates, FX, funds). Asymmetric payoffs including full or partial protection, yield enhancement, directional leverage and convex leverage. Diversified and dedicated strategies through Actively Managed Certificates. Hedging on equity and FX exposure. Access to uncorrelated exposures such as volatility, risk premia, asset correlation and dividend futures, and to otherwise inaccessible assets. How the process runs. Products are designed pre-trade to match the client’s market view strategically and technically. Trading is on open architecture with best execution. Post-trade, each product is monitored across its life, tracking underlyings, pricing accuracy and arbitrage opportunities, with timely restructuring or early exit where warranted, proactive alerting on any performance issue, and switch or roll-over options at maturity.

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Forex and precious metals advisory

• Tailored advisory. Opportunistic and tactical trade ideas, proactive market monitoring and position follow-up.
• Hedging and yield enhancement. Customised FX risk hedging, and structured solutions to enhance portfolio returns.
• Product engineering. Open architecture across vanilla and exotic options, TARFs and accumulators, with end-to-end support from structuring through execution, monitoring and restructuring.
• Insights. Regular publications including FX Weekly, Precious Metals Monthly, Asia FX Monthly and LatAm FX Monthly.

The advisory cycle runs discovery, structuring, execution, then monitoring and optimisation, with daily risk analysis, direct access to dedicated FX advisers and close collaboration with risk management. Source: Bordier & Cie Group presentation, English, 2026.