Bordier & Cie

Overview

Established in 1844, Bordier & Cie is a Swiss private bank headquartered in Geneva, specializing in wealth management and private equity investments. The bank offers a range of services, including financial planning, tax advice, and family services, with assets under management totaling CHF 18.2 billion as of June 2024. Bordier & Cie operates in Switzerland, the United Kingdom, France, Uruguay, and Singapore, providing clients with access to diverse investment opportunities across multiple jurisdictions. In 2021, Bordier & Cie partnered with Moonfare, a private equity fintech company, to offer clients access to top-tier private equity funds through a digital platform. This collaboration enables clients to invest in funds previously accessible only to institutional investors, aligning with the bank's strategic focus on expanding its private market offerings. Additionally, Bordier & Cie has engaged in partnerships with Sygnum Bank to provide digital asset services in Singapore, demonstrating its commitment to integrating innovative financial solutions. The bank's investment approach is characterized by a rigorous and robust process, emphasizing personalized client interests and comprehensive wealth management. Bordier & Cie offers discretionary, advisory, and execution-only mandates, tailoring portfolios to individual client objectives. The bank's longstanding presence and commitment to client-centric services underscore its reputation as a trusted advisor in the financial industry.

Investment Focus

• Accredited investor status required
• Investment horizon of 5-10 years
• Diversification across multiple asset classes
• Alignment with client's risk tolerance and financial goals

Portfolio Companies