Overview

Border's focus on excellence demands a disciplined approach to the investment management process alongside exemplary execution and efficient administration to ensure our clients experience the highest quality service at every stage.

Bespoke Portfolio Management

We tailor our service to satisfy individual requirements. All portfolios are segregated and include traditional asset classes such as cash, gilts, corporate bonds, equities and collective funds (investment trusts, unit trusts and OEICs). We also use newer asset classes such as REITs, funds of hedge funds and infrastructure funds.

Our range of portfolios include:-

• Conventional equity portfolios (UK and offshore)
• Individual savings accounts ("ISAs")
• Family trusts
• Personal and Company Pension Schemes (SIPPs or SSAS)
• Private Investment Companies
• Charities

Investment Aims

Our primary function is to ensure our clients fulfil their investment objectives. To achieve this, we believe preservation of wealth is as important as capital growth. We recognise that clients understand investment risk but are instinctively loss-averse.

At Border we look to increase the value of our clients' investments in real terms over the long term. This is usually a rolling five year time horizon but can vary depending upon a client's specific objectives.

We follow a disciplined approach to the process to ensure that portfolios best meet the priorities of individual clients.