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