The management of private and family wealth is at the heart of Bordier International Bank & Trust Ltd's activities. The bank’s core competence is active portfolio management with a tradition of above average long-term performance with limited downside risk and volatility. 

Many financial institutions are unable to offer a truly personal service due to their sheer size and often high staff turnover. For many of them, private client management is a small part of their activities and they try to offer a wide variety of investment-related services apart from asset management, which sometimes leads to conflicts of interest.With BiBT, each portfolio is individual, personalised and designed specifically to suit the client’s needs. BiBT’s independent status is vital: it is privately owned and has no other financial planning interests. This means that investment decisions are impartial and to the client’s benefit.

In a world of product pushing, the bank’s principal aim is to identify the distinctive goals of its clients, and satisfy them in an objective and unbiased manner. As a niche player, this is its sole preoccupation.

The short lines of communication enable BiBT to act decisively, ahead of the pack. In addition, at any one time, the client may speak to management, who can answer queries and take the appropriate decisions promptly.

In the other areas of private and family wealth management, such as retirement lifestyle planning or tax planning, BiBT avoids exclusively selling its own products and services. In order to remain impartial, BiBT will satisfy the client’s needs either by using its global network of external contacts or the client’s.  Over the years, BiBT has developed supplemental activities, which often link themselves naturally with the requirements of high net worth clients. These activities, which are now formal stand-alone businesses, relate to the management and administration of third-party mutual funds, trusteeship activities as well as the management of charitable institutions.

BiBT sees itself not merely as a trustworthy partner to deal with, but also as the guardian of each client’s financial concern with the ability to act on his behalf at all times.  The bank has been doing this since 1986.