independent private client portfolio investment specialist Border Asset Management  
Managers of PEP, ISA, charity, pension fund, SIPP and trust money Kirkby Lonsdale, Cumbria, Lancashire, Yorkshire

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Important notes - please read before proceeding

 

 

In an age when high net worth clients expect increasing specialisation, Accountants, Solicitors and IFAs are called upon to meet varied demands on their resources. BAM helps to satisfy different clients' sometimes conflicting requirements on an individual basis.

  • BAM is authorised and regulated by the Financial Services Authority (FSA). Compliance is an important and integral part of our modus operandi. We complement other professionals in investment matters, which may be outside their area of permitted business.

  • BAM's clients use Adam & Company, a wholly owned private banking subsidiary of the Royal Bank of Scotland, for all custody and settlement. Thus they have an additional supervisory level, and the security of a Clearing Bank Umbrella. This is particularly welcomed by many Trustees.

  • Professional firms and partnerships may have their own distinct aims and priorities. BAM will tailor its service to complement and enhance other advisers existing relationships with their clients.

  • Fee structures and reporting standards are established on a client by client basis.

  • BAM manages portfolios ranging from £25,000 to several million pounds. It can therefore encompass the great majority of professionals' investment and Trust department requirements.

  • BAM specialises exclusively on providing portfolio management to private clients. We are practised at supplying specific solutions to meet individual objectives. Our senior staff have an unusual depth of market experience which is applied personally and not delegated to junior teams.

Authorised and Regulated by the Financial Services Authority
Financial Services Authority
border asset management

Border Asset Management
Bank House, 55 Main Street, Kirkby Lonsdale, Cumbria LA6 2AH
Tel: 015242 72941  Fax: 015242 72942 
High Point House, 7 Victoria Avenue, Harrogate, North Yorkshire, HG1 1EQ
Tel: 01423 701800  Fax: 01423 709800
E-mail: info@borderam.com

Directors: T R H Kimber; W R G Bell, FCA, FSI; F J R Boddy, FCA; A M G Arkwright, FSI; 
H D Pring, BSc, CFA; A R White, MBCS, MCR; P G Lever
Registered in England no. 2304039

specialist private client portfolio managers
 

Webmaster: alan.white@borderam.com