What Bordier & Cie does

Bordier & Cie is an independent Swiss private bank established in 1844 in Geneva, operating as an unlimited liability partnership under five generations of continuous family ownership. The bank delivers bespoke private banking services to high-net-worth individuals and multi-generational family dynasties across six countries (Switzerland, France, United Kingdom, Singapore, Uruguay, and Turks & Caicos), with Geneva as its global headquarters. Its core service offering comprises three integrated pillars: Wealth Management (partner-aligned discretionary and advisory mandates), Private Asset Management (curated fund access including institutional-quality private equity, infrastructure, and secondaries), and Family Services (succession, legacy, and multi-generational planning). Differentiators include the unlimited liability governance structure that fully aligns partner and client interests, an open architecture fund selection model, and a deliberate 'human-sized' positioning that limits scale in favor of partner-level client engagement.

Revenue is generated primarily through recurring wealth management and advisory fees on AUM, transaction and trading fees on securities and currency execution, and professional services fees from External Asset Manager and financial institution partnerships. The bank does not publish pricing; fees are negotiated on a bespoke, per-client basis. Distribution is anchored by direct relationship-manager-led sales across physical offices, supplemented by a proprietary E-Services digital platform (Web Access Service and Mobile Access Service) with OTP two-factor authentication, secure electronic mailbox, and separate portals for Private Clients and Independent Asset Managers. The bank also operates a thought-leadership content engine (Monday Report, Investment Policy, Weekly Market Update, Monthly Insights, TouchButton) distributed via subscription email in up to four languages. Marketing and brand-building are reinforced through high-profile sustainability sponsorships, including main sponsorship of the SolarStratos solar stratospheric flight mission (announced January 2022) and prior support of the Under The Pole ocean conservation project (2018–2021).

Name

Bordier & Cie

Legal name

Bordier & Cie

Website

https://bordier.com

Company type

Private

Founded year

1844

Operating status

Operating

Headcount range

101–250 employees

Short description

Bordier & Cie is a family-owned Swiss private bank founded in 1844, offering bespoke wealth management, private asset management, and family services to high-net-worth individuals and multi-generational families across six countries, distributed through relationship managers and a proprietary E-Services digital platform.

Ownership category

akta.pro rank

Product category

Private Banking

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)

akta.pro secondary industry

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

Keywords

• Private banking services
• Wealth management
• Investment advisory
• Asset management
• Family office services

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices10 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Wealth Management & Advisory Fees: Bordier generates revenue primarily through fees and commissions charged for managing private client wealth, including discretionary and advisory mandates across wealth management, private asset management, and family services.
2. Transaction & Trading Fees: Revenue is earned on the execution of securities transactions, currency trades, and other investment operations conducted on behalf of clients, including access to a curated selection of third-party funds through an open architecture model.
3. Partnership & Collaboration Services: Bordier supports External Asset Managers and financial institutions with its infrastructure and platform, generating fees for consulting, co-development, and institutional service delivery.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Bordier & Cie is a Swiss private bank offering bespoke wealth management to high-net-worth individuals and families across three pillars: Wealth Management (discretionary and advisory investment mandates where partners invest alongside clients), Private Asset Management (curated access to funds including private equity, infrastructure, and secondaries through an open architecture), and Family Services (succession planning and multi-generational legacy management). Services are delivered through dedicated relationship managers across offices in six countries and supported by a proprietary secure digital banking platform (E-Services).

Product overview

Bordier & Cie is a Swiss private bank offering a unified suite of wealth management services centered on private banking for individuals and families. The core offering consists of three interconnected services: Wealth Management (partner-aligned investment approach), Private Asset Management (diversified fund access including private equity), and Family Services (multi-generational succession planning). The bank delivers these services through its E-Services digital banking platform, which provides both Web Access and Mobile Access channels alongside a secure electronic mailbox for communications. Clients can also subscribe to regular publications including the Monday Report, Investment Policy, Weekly Market Update, Monthly Insights, TouchButton, and Bordier News. External Asset Managers can partner with Bordier through dedicated collaborative infrastructure.

Differentiator

Problem solved

Functional benefit

Brands

• Planeta/Beneficios (Planet | Profit): Environmental initiative promoting solar energy and planetary preservation through the SolarStratos expedition
• SolarStratos

Products and services

• Wealth Management Private banking service where partners make the same investments as clients, focusing on long-term wealth preservation and growth with careful asset selection through discretionary and advisory investment mandates.
• Private Asset Management Asset management service providing clients with curated access to a wider world of assets, funds, and investments, including institutional-quality private equity offerings with carefully selected portfolios of funds across strategies such as buyouts, infrastructure, technology, and secondaries.
• Family Services Multi-generational wealth planning service focused on longevity and legacy, including succession planning, family alignment, and wealth transfer across generations. Addresses client needs across women's wealth, social-minded investing, divorced families, single families, and family governance topics.
• External Asset Manager Support Collaborative services for independent asset managers providing tools, support, custody, and partnership infrastructure for managing their clients' wealth via Bordier's banking platform, including a dedicated Independent Asset Manager login portal.
• Bordier E-Services (Web Access Service & Mobile Access Service) Proprietary secure internet and mobile banking platform enabling clients to view account balances, investments, and access analytical tools for portfolio management. Features OTP two-factor authentication, secure electronic mailbox for document delivery, and encrypted data transmission compliant with Swiss Federal Act on Data Protection. Separate login portals for Private Clients and Independent Asset Managers.
• Bordier Cards Online Services Online services accessible through the insignia-cards platform for managing Bordier-issued payment cards for clients.
• Bordier UK Online Banking UK-specific online banking portal providing Bordier UK private clients with secure account access, transaction capabilities, and statements, accessed via olb.bordieruk.com.

Quantifiable outcome

• 180 years of continuous private banking operations since 1844
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core and minor.

• SolarStratoscoreStrategic or Co-development Partner · 13 January 2022Bordier & Cie serves as main sponsor of the SolarStratos expedition, which aims to perform the first manned, solar-powered flight into the stratosphere. The partnership aligns with Bordier's sustainability values and commitment to renewable energy as a viable alternative to fossil fuels. Bordier partners describe the shared traits of teamwork, innovation, Swiss expertise, and a quest for excellence. The sponsorship was announced January 13, 2022.
• Under The PoleminorStrategic or Co-development Partner · 1 January 2018Bordier supported Under The Pole between 2018 and 2021, contributing to ocean knowledge and planetary preservation for future generations. This conservation initiative reflects Bordier's environmental commitment beyond regulatory obligations.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• UBS Global Wealth Management: The world's largest wealth manager, headquartered in Zurich, offering comprehensive private banking, investment management, and institutional services. Operates broadly in the same Swiss HNW/UHNW space as Bordier but with vastly greater scale, broader product set, and a US presence Bordier explicitly does not serve.
• Vontobel: Zurich-based Swiss private banking and asset management group listed on the SIX. Comparable to Bordier in wealth management focus but with a broader institutional asset management and securities offering, larger scale, and publicly traded ownership.
• Julius Baer: Major Swiss wealth management group listed on the SIX, specializing in HNW/UHNW advisory and discretionary mandates globally. Overlaps significantly with Bordier's core wealth management offering but operates at materially larger scale and with broader institutional capabilities.

Direct peers

• Indosuez Wealth Management: Wealth management arm of Crédit Agricole Group serving HNW clients across Europe, Asia, the Middle East, and the Americas. Comparable to Bordier in international HNW private banking footprint and family-officer-style services, though backed by a large French banking parent.
• Union Bancaire Privée (UBP): Geneva-headquartered Swiss private bank focused on wealth management for HNW and UHNW clients. Comparable to Bordier in Swiss private banking focus and HNW/UHNW client base, though UBP is significantly larger and pursues a more active acquisition strategy.
• EFG International: Swiss-listed private banking group headquartered in Zurich, serving HNW individuals and family offices globally. Comparable to Bordier in private banking services and international HNW footprint, though EFG is publicly traded and substantially larger.
• Mirabaud: Geneva-based family-owned Swiss private bank offering wealth management, asset management, and corporate finance. Highly comparable to Bordier in family ownership, Geneva headquarters, HNW private banking focus, and boutique partnership structure.
• Lombard Odier: Geneva-based private partnership bank offering wealth management, asset management, and private banking services to HNW individuals and families. Directly comparable to Bordier in Swiss partnership structure, HNW focus, multi-generational client model, and bespoke wealth services, though significantly larger in AUM and headcount.
• Pictet Group: Geneva-headquartered, family/partnership-owned Swiss private bank offering wealth management, asset management, and related services to HNW and institutional clients. Closely comparable to Bordier in ownership structure (independent partnership), Swiss base, multi-generational client focus, and open-architecture investment approach, though materially larger.

Regional players

• Coutts: UK-headquartered private banking and wealth management firm (part of NatWest Group) serving UHNW and HNW clients with a heritage comparable to Bordier's. Operates primarily in the UK, which is also a key Bordier geography, but is not a direct competitor in Switzerland or other Bordier markets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/bordiercie
• LinkedInlinkedin.com/company/bordier-group
• Instagraminstagram.com/bordiergroup
• YouTubeyoutube.com/channel/UCHlKomeXxUmKQkRNq53cGuQ

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bordier & Cie