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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Why work with Border Asset Management?
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Important notes - please read before proceeding

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Authorised and regulated by the Financial Services Authority
Financial Services Authority
   

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. We take a conservative approach to our Investment Philosophy.

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

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