Are my assets safe with Bordier?

How are my investments managed?

Your investments are managed by a team of experienced professionals in compliance with all applicable rules and regulations. Contact us to find out more.

Do you impose any restrictions on investments?

Yes. As this differs from client to client, please contact a relationship manager to find out more.

What types of investment services does Bordier provide?

We offer discretionary, advisory, and execution-only mandates. We can also create bespoke portfolios tailored to your personal objectives.

What is your investment process?

We follow a rigorous and robust investment process. You can read about our approach here or contact us to learn more.

I have specific requirements. Can Bordier structure and manage a bespoke investment mandate?

Yes.

What alternative investments does Bordier offer?

We are constantly adding new investment opportunities, such as private equity, hedge funds or frontier market investments. Please contact us to discuss.

How often will I be contacted for portfolio reviews?

That depends on you: we are happy to arrange a frequency that suits your needs.

Can you trade accumulators, decumulators and OTC options?

Yes. However, these are leveraged products that can result in substantial losses and are therefore reserved for informed, experienced investors. Please contact us to find out more.

Do you offer alternative investments besides capital market products?

Yes.

What level of returns has Bordier generated historically?

We take a boutique approach to private banking. Long-term returns depend on many factors, including individual clients’ objectives, risk tolerance, type of mandate, and time horizon.

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