Who We Are
Berry Asset Management PLC (BAM) is a privately owned wealth
management boutique based in Pall Mall. BAM is a member of the
Swiss based global private banking group Bordier & Cie; which
focuses exclusively on providing banking and asset management
services to private individuals and trustees around the world.
BAM concentrates on just one core aspect of the advice giving
process - investment management. We have no conflicts of interest
with other professional advisers, because we do not manufacture our
own products or give general financial planning advice. We have a
clear and transparent charging structure and have an excellent
track record of producing strong and consistent risk adjusted
returns.
In the PAM Awards 2011, we won the award for Quality and Clarity
of Reporting; we were also nominated for the performance of our
defensive portfolios.
Our Speciality is Asset Allocation
We believe that asset allocation is at the heart of the research
process and we have a wealth of experience on our Investment
Committee.
We are also able to leverage off the global resources of Bordier
& Cie and use external sources for macro economic input
including Capital Economics.
We use collective investments extensively in order to offer
greater diversification and reduce risk within our portfolios.
Why choose the Berry Managed Portfolio Service
- We have a depth of experience in asset allocation and fund
selection within BAM and within Bordier & Cie
- We provide permanence and continuity:we are well capitalised
and fully supported by Bordier & Cie.
- We have no conflicts of interest with our introducers neither
manufacturing in house funds nor offering any IFA service
- We have an excellent track record in producing strong and
consistent risk adjusted returns
Choosing Models For Investors
- We offer 5 managed models via the NOVIA wrap platform each at
30 bps
- Each of the models is closely aligned to NOVIA risk profiling
tools which are available online via Novia's website
- Risk is categorised by volatility of returns and subsequently
equity exposure
- Models are rebalanced on a quarterly basis.
Contact Details:
Aidan Dow or Richard Fellows
aidan.dow@berry.co.uk
richard.fellows@berry.co.uk
Tel: +44 (0)20 7667 6600
Fax: +44 (0)20 3427 5400
http://www.berry.co.uk/MPS.aspx
Issued by Berry Asset Management PLC. Registered address 79 Pall
Mall, London SW1Y 5ES. Authorised and regulated by the Financial
Services Authority, 25 The North Colonnade, Canary Wharf, London,
E14 5HS. Incorporated in England No. 1583393.
