Since its foundation in 1844, Bordier & Cie has focused its services entirely on private customers. That distinctive feature enables us to provide a unique personal service of the highest standard. We aim to create relationships of trust and a long-term partnership with our customers.
Although Bordier & Cie is one of the biggest private banks in Switzerland, we are determined to make the customer feel at home in our establishment. He benefits from the relationship of trust established with his manager over the years. He is of course familiar with at least one partner of the bank with whom he can make direct contact if the need arises.
Through a complete range of services, we offer our customers the choice between a discretionary management service, advice or safe custody, depending entirely on your own specific needs.
Our financial research & analysis team (just under 10% of the total staff at Bordier & Cie) is particularly competitive in Swiss and European equities.
Unlike many of our competitors, we do not use investments funds and internal products, but prefer the transparency, liquidity and lower cost associated with a direct investment in corporate equities.
In addition to Swiss and European shares, we select the finest products available from our competitors; this enables us to give our customers the very best service at all times.
We prefer multi-management to traditional management. Our portfolios are highly diversified: we spread the risk between several asset classes and/or management styles (cash, equities, bonds, hedge funds, funds of funds, structured products, real estate, private equity etc).
At Bordier & Cie, we do everything possible to help our customers to organise and plan their assets in a long-term perspective, together with those of their children and grandchildren.
Our teams of experienced internal tax experts are able to assist our customers to find and put in place appropriate solutions to organise and optimize their assets. In particular, through trusts, foundations, various company forms, fiduciary arrangements, donations etc.
In case of special need, they coordinate services of the most sophisticated local specialists for the benefit of our customers.