Bordier & Cie (UK) PLC

In our latest Bordier Live, Investment Directors, Tom Cairns and Robin Perry, provided an insightful update on: - what have been the key drivers for positive investment returns; - the outlook for inflation rates; - how central banks have achieved an economic soft landing; and - how the US Presidential election and escalating crisis in the Middle East might influence the global economy. Watch the webinar here: https://lnkd.in/ery66nJi For UK professional advisers only. #investmentupdate #marketoutlook #inflation #globaleconomy

24 hours to go until Bordier Live! Join us tomorrow for our quarterly investment update as Investment Directors, Tom Cairns and Robin Perry discuss: - What has driven positive investment returns for clients and can we build on these strong outcomes in the final quarter of 2024 and into 2025? - What is the outlook for interest rates in the UK and elsewhere? - How have central banks achieved an economic soft landing and can they ensure that their respective economies can continue to grow? - What can we expect from the new Labour Chancellor’s end of October budget and how might this influence the UK economy? - How might the US Presidential election influence the US economy, and perhaps more importantly, the global economy? - How might the escalating crisis in the Middle East influence the global economy going forward? - Has the Bordier UK Investment Committee made any recent changes to clients’ portfolios? Register here - https://lnkd.in/epv9n6rF This session is intended for UK advisers only and is applicable for 30-minutes of structured CPD. #investmentupdate #financialmarkets

We are delighted to be announced as the winner of 'Small to Medium Wealth Management Firm of the Year' at the 10th annual MoneyAge Awards. Mark Duggan APFS MCSI, Director of Sales and Marketing, attended the awards ceremony to receive the award, which celebrates the excellence, innovation and professionalism in the ever expanding and innovative personal finance space. https://lnkd.in/efVshrXs #MoneyAge #MoneyAgeAwards #wealthpreservation

At Bordier UK, we believe success is not only measured by financial growth and wealth preservation but also the well-being of our team. We are proud to provide support for our colleagues and foster a healthy, balanced work environment. Read how Bordier UK and other wealth management firms marked World Mental Health Day - https://lnkd.in/etWykmsv #WorldMentalHealthDay

As we enter the final few months of 2024, our Investment Directors, Tom Cairns and Robin Perry, will be delving into recent economic news and our current positioning and thoughts on global markets going into 2025. Register here - https://lnkd.in/epv9n6rF This session is intended for UK advisers only and is applicable for 30-minutes of structured CPD. #investmentupdate #financialmarkets

The third quarter has concluded on an upbeat note, with virtually all asset classes making headway in the past few months and contributing in some way to a positive quarterly outcome for investors. Read our investment review for Q3 2024 straight from the desk of our Chief Investment Officer, Mark Robinson, to learn more about our current positioning and thoughts on markets. Download the full review here - https://lnkd.in/eBgWz4vC #investmentupdate #interestrates #financialmarkets

We’re delighted to have been nominated in two categories at this year’s Citywire Wealth Manager Investment Performance Awards – ‘Best Cautious Portfolio’ and ‘Best Medium Firm’. The awards, which are held in association with ARC Group , recognise the companies that have delivered the best risk-adjusted returns for their clients over the three years to the end of June 2024. https://lnkd.in/eY9sWNSP #bordier #wealthpreservation

It’s been a week of announcements, with Oasis re-forming and Sir Keir Starmer’s bleak speech from 10 Downing Street. Despite little detail at present, it seems certain that there will be changes to CGT, IHT and the treatment of pensions – we will certainly be watching developments as we approach Budget day on 30 October. Read our latest Touchbutton here – https://lnkd.in/grx-PQvp  #Starmer #Labour #Budget

Despite fears of a recession in the US economy, experience tells us that taking a calm approach during periods of heightened market volatility is generally the better option than making adjustments in positioning before all the salient facts can be assessed properly… Read the full market update to learn more about the current economic and market adjustments and what this could mean for our investment positioning - https://lnkd.in/e6bSHifa #marketupdate #financialmarket #USeconomy

Interest rates, inflation and global politics – watch our latest investment update from our Chief Investment Officer, Mark Robinson, who provides an overview of our current positioning. For professional advisers only. Capital at risk. #financialmarkets #InvestmentCommittee #marketupdate #investmentpositioning