Border Asset Management Ltd.

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 BORDER ASSET MANAGEMENT

Authorised and regulated by
the Financial Services Authority

     OUR VALUES - Why We Are Different

Return to Our Values

 

Client Focus  Portfolio management is all that we do.  We simply focus  on matching our clients’ investment priorities and objectives with wholly appropriate investment selections.  Unlike many investment managers, we do not involve ourselves with wider personal financial matters such as life assurance, pensions and other issues that might otherwise interfere with our primary activity.

Size  We have a high investment manager to client ratio. This allows us to concentrate on providing a high quality personal service.

Continuity  BAM has had minimal staff turnover and so offers a high degree of continuity in an industry subject to constant and rapid change.  BAM is wholly owned by its Directors and Employees.

International Perspective  BAM has an international perspective and deals actively in shares and pooled investment vehicles around the world.

Flexibility  BAM prides itself on providing a bespoke rather than an ‘off the peg’ service. Portfolios, banking and income arrangements, and reports are all tailored to meet the individual client’s requirements.

Adam & Company  Clients usually appoint Adam & Company (the private banking subsidiary of the Royal Bank of Scotland with whom BAM has worked for many years) to provide a full nominee, safe custody and settlement service.

 

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 © 2007 Border Asset Management Ltd. All Rights Reserved.