Other services
We take a holistic view of your wealth and look to provide a wide range of solutions that work as part of your plan, such as managing liquidity, lending or access to private markets.
Cash management
If you need to retain cash for short- and medium-term needs we believe it is important to help you make your money work hard.
We will help put a structure in place for short-, medium- and long-term liquidity needs, and we have partnered with Insignis to provide a solution that allows you to place cash deposits through one simple account.
The account provides access to a wide variety of institutions, terms and market-leading rates, whilst also being able to benefit from deposit protection by the Financial Services Compensation Scheme (‘FSCS’).
Lending
There are times when you may wish to use a loan, rather than draw on your capital, such as bridging a property purchase, helping children get on the property ladder, business investment or asset purchase.
If you have an investment portfolio with Bordier, Bordier & Cie can provide a loan against your portfolio. The advantages of this can be:
- Cost effective rates for borrowing
- Flexibility and speed of arrangement
- Usually no need to liquidate assets in volatile markets
- Avoids having to trigger a chargeable event on existing investments
- Freedom to use loan for a variety of purposes
International services
As part of the global Bordier Group we are able to help you, where appropriate, with international investment, banking and other financial matters.
We are able to help you with multi-jurisdictional advice requirements, working with specialist lawyers and accountants to meet your needs.
How to contact us
If you would like to learn more about how our wealth planners can help, please contact us on 020 7667 6600 or email [email protected].