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Border Asset Management in Active Trader Links Directory

Border Asset Management (BAM) is a genuinely independent firm of investment managers based in Kirkby Lonsdale on the borders of Cumbria, Lancashire and North Yorkshire and Harrogate in North Yorkshire. We focus exclusively on providing portfolio management to private clients and their families, trusts, charities and pension funds. We have been doing this since 1989 and now manage portfolios for investors worldwide, as well as locally. The BAM Distinction is a rare degree of continuity in a rapidly changing industry, an unusually low client to manager ratio, and a high standard of service to clients resident in the UK, expatriate or domiciled abroad. Private Client Services are supervised by a personal BAM Investment Manager backed up by a small team of experienced investment professionals. Banking services and investment administration are offered through a long term association with Adam & Company. Professional Advisers - Solicitors, Accountants and IFAs - have varying mandates from their different clients. We work closely with a clients other professional advisers to tailor a genuinely bespoke service. Portfolio Management is normally on a fully discretionary basis. Clarification of a clients investment objectives, preferences, attitude to risk and time horizons will be considered and discussed at an initial meeting. Of course, priorities may change and close contact will be maintained, both formally through regular reporting and informally, to ensure that portfolios always take account of personal circumstances. Continuity of manager is considered a high priority and a formal meeting at least once a year is encouraged. Investment Administration is a vital and integral part of portfolio management. BAM introduces the custodian and cash management services of Adam & Company, a wholly owned private banking subsidiary of the Royal Bank of Scotland. This provides BAMs clients not only with a private banking service but also the security and umbrella of the RBSs clearing bank status. Investments are administered and held on clients behalf by Adam & Company (Nominees) Limited. Portfolios can be administered offshore in Guernsey if appropriate.

Address: Bank House, 55 Main Street, Kirkby Lonsdale, Cumbria, LA6 2AH
Telephone: 015242 72941
Fax: 015242 72942
Website: http://www.borderam.com/