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Legacy Planning

We are one of the few private banks whose partners are direct descendants of the original founder and represent the best model for legacy and succession planning.

Philanthropy

For generations, the bank has been committed to helping our clients plan their philanthropic ambitions.

Family Office

Whether you wish to secure your children’s future, create social impact or better understand your tax situation, we are here to help you prepare for tomorrow by taking action today.

Execution-Only

You wish to manage your assets independently with our technical support.

Advisory

You wish to have a team of experts on hand to help you monitor the markets while keeping an eye on the risks. Our investment advisory mandate allows you to navigate the complex and fast-paced global markets with ease.

Funds

Our fund solutions have been developed to suit different client needs, as well as differing levels of client involvement.

Investing

We conduct detailed macroeconomic and market analysis through a process of rigorous debate and peer review to understand markets and position portfolios appropriately.

Our Solutions

Working closely with our clients, we aim to provide you with more than just standard financial advice.

FinLab

Bordier FinLab looks beyond traditional approaches; it aims to devise novel investment solutions that meet the needs of today’s investors as well as those of tomorrow.

Cryptocurrency

Digital asset investments made possible through our integrated platform.
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