Border Asset Management Ltd.

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 BORDER ♦ ASSET ♦ MANAGEMENT

Authorised and regulated by
the Financial Services Authority
    OUR SERVICES - What We Offer The Professional Advisor

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High net worth clients demand an integrated service.  BAM usually works in partnership with other professionals (Solicitors, Accountants and IFAs) to provide our customary level of personal investment services as part of a cohesive overall financial template. 

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 We work closely with other professionals and incorporate their particular administrative requirements. We can provide a cost effective equivalent of an in-house investment department and are happy to do so without directly contacting their clients if necessary.

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 BAM has a strong compliance culture and can assist with investment management in a properly regulated manner.

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 Our association with Adam & Company provides clients and Trustees with excellent private banking facilities and the comfort of a Clearing Bank umbrella.

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BAM specialises exclusively in providing investment portfolio management. We are also independent and therefore have no potential conflicts of interest either with other professional advisers or in the investment products that we use.  One of the cornerstones on which we have built our business is that we do not interfere in other areas of financial planning.
 

Border Asset Management Ltd. Bank House, 55 Main Street, Kirkby Lonsdale, Cumbria, LA6 2AH    Tel: 015242 72941      
High Point House, 7 Victoria Avenue, Harrogate, North Yorkshire, HG1 1EQ     Tel: 01423 701800      

Email: Info @ borderam .com       Copyright © 2008 Border Asset Management Ltd. All Rights Reserved.