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