Bordier International Bank & Trust Ltd. (BiBT) is an institution dedicated to the management of private and family wealth. As a Private Bank, this involves the management of assets, activity described in more details under the headers “ THE BANK” and “PHILOSOPHY”. To meet its clients expanding needs, BiBT has developed supplemental activities. These activities, which are now formal stand-alone businesses are as follows:

• Setting-up and administering Mutual Funds
• Managing third-party Mutual Funds
• Trusteeship activities
• Setting-up and management of charities
• Setting-up and management of charitable institutions

Setting-up and administering Mutual Funds
• As per its core activity, the strengths of the Bank in the Mutual Fund administration business are its focus and flexibility. A fund can be structured in multiple forms and can fit the controller’s requests very tightly. This activity typically includes the localisation of the mutual fund in the offshore world (e.g. BVI, Cayman, TCI, others), the drafting of prospectuses, the application to the chosen jurisdiction’s regulators and once approved the complete administration of funds. BiBT, in addition to its full banking licence has a fund administrator’s licence. please download the usual task as Fund Administrator here (pdf file)

Managing third-party Mutual Funds
• As manager of mutual funds, BiBT and Bordier Securities Ltd. are now managing third-party funds. The Bank's main products include offering global equities, fixed income and balanced funds. The activities involved include the task of an asset manager. The Bank can also assist clients wishing to set-up white-labelled specialist funds. In case the Bank is unable to deliver what is required (such as complex trading strategies, use of derivatives and futures, etc.), it will use its extensive global network to find, on behalf of the clients, the best managers specializing in a particular strategy.

Trusteeship activities
• Although the Bank often sets-up trusts for clients, it provides them with the choice of several reputable trustees, located in different offshore jurisdictions, depending on the client’s needs, goals and objectives. Sometimes, the client may prefer to use the Bank’s trust company, Anglo-Swiss Trust Ltd., to act as trustee and in this case, the trustees would also provide the drafting of a tailored trust deed and letter of wishes as well as the full trusteeship work.

Setting-up and management of charities
• The Bank has the capabilities to create charitable institutions for clients geared towards philanthropic aims or for anyone lacking heirs or beneficiaries. The Bank can advise in the country selection and can arrange for the setting-up of the structure on behalf of clients. Once structured and following the client’s wishes, the Bank can act on the Board of the charity and can manages its assets following the wish of the founder or the Board.