Personal service, bespoke ADVISORY services

Services

bridport & co brings you personal independent bespoke advisory services

Every business depends on growth and ideas to succeed in ever changing financial environments.
As a mature financial service provider, we consider our advisory services to be of prime importance in establishing long-term relationships, offering independent, conflict-free, innovative and professional advice in all aspects of both fixed income and convertible bonds.
Our managers and staff bring together many years of experience in the international capital markets. Our team leverages local and global knowledge to gather, understand and analyse massive quantity of market information and flows to finally deliver complete, impartial and personal advice to more than 500 international institutional clients.

Bond selection

A monitored selection of bonds is essential to better apply and follow an investment strategy. An important focus of the bridport companies is to provide clients with bond selections according to their profiles. bridport & co has specifically designed a proprietary analytical tool to better respond to clients’ needs: Keox. It contains a database of over 30’000 bonds (10’000 of which are liquid issues and more than 1’500 are convertibles bonds): a massive source of detailed information. Development is continuous, in line with client needs as they evolve.

Keox strengths for bridport clients

  • Provides selections of bonds filtered and sorted according to over 50 criteria to match client investment objectives
  • Monitors and analyses portfolio structures
  • Values and prices complex securities
  • Compares a bond to its peers, a portfolio to its benchmark
  • Identifies liquid and valuable bonds of a benchmark universe

We remind you that we do not take positions, even intra-day and that the group is majority owned by employees. As a result, there are no possible conflicts of interest affecting our services.

Our Services

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Download Our Service offerings here.

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