Investment Management Solutions

Services

bridport’s investment management process attempts to always provide clients with a positive return, irrespective of underlying market conditions, rather than tracking a benchmark and accepting that an investor’s money will succeed or fail with it.

About our asset management company

bridport finance asset management division was first established in Jersey in 2001 and has been successfully providing income solutions and capital preservation strategies for our valued clients utilizing our wealth of experience in global fixed income markets.
Our experienced and specialist asset managers all share a conviction that active management adds value to our client’s investments, by combining macroeconomic analysis for the longer-term view, with tactical strategies and sourcing value from our choice of bond investments.

Our Principles

  • We are independent and owner managed
  • We deliver disciplined investment strategies without excessive risk
  • We work closely, openly and honestly with clients to achieve their aims and build strong, long-term relationships
  • Our approach to active investment management is flexible and goes beyond benchmarks

Discretionary Management

bridport’s Jersey office provides bespoke discretionary portfolio management primarily for income and long term growth portfolios on behalf of private clients, financial intermediary firms, trustees, pension funds, corporate entities and clients of Financial Advisors. We fully manage all aspects of the client’s portfolio based around an agreed investment objective and within pre-defined risk parameters.

Advisory Investment

The advisory portfolio service is a premium facility for financially sophisticated, market aware clients who require and can make use of professional input and assistance when making their own investment decisions. bridport will provide advice when required as well as an agreed level of portfolio oversight and management assistance tailored to the particular investments, interests and requirements of each client.

Model Portfolio Service

We offer varying investment risk models on investment platforms into which clients and client advisors can invest individually, or blend two or more models should they so prefer.

Whilst we have an existing relationship with platform providers Seven IM and Praemium in Jersey, who also provide all administrative and independent reporting functions, we are able to operate with any authorised investment platform provider of a client’s choosing.

Execution Only

We offer an execution only service to those clients who prefer to make their own investments decisions and do not require any investment advice or monitoring of their portfolio.

Funds

The asset management team also manage a suite of fixed income unit trust funds in both sterling and euro denominated bond markets. The funds can also be accessed via various investment platforms such as Praemium and Seven IM.

Dealing

The Jersey office also has a team of dedicated fixed income execution specialists with relationships with over 200 professional counterparties, giving extensive access to global bond liquidity. We do not act as market-makers, or own any in-house positions even intra day and are truly independent and conflict free in the execution services that we provide.

Custody

Whilst bridport are not precluded from holding client assets, our preference has been to outsource this function to third party custodians who specialise in the provision of these services. All assets are held in separately constituted nominee companies which do not form part of the assets of each custodian bank. By outsourcing custody of our client’s assets to locally based, well established and reputable international banks, our clients not only receive the services of our asset management team, they also receive a fully integrated investment and banking service, providing a host of additional benefits such as Visa debit cards in sterling, euro’s and US dollars and bespoke investment gearing and secured lending services. Whilst we have existing custodial relationships in Jersey, who also provide all administrative and independent reporting functions, we are able to operate with any authorised custodian of a client’s choosing.

  • High quality consolidated client valuation, cash & trading statements and performance reporting
  • Current accounts enabling transactions such as standing orders, direct debits and electronic cash payments
  • Platinum Visa debit cards in sterling, euro’s and US dollars
  • Sterling cheque books
  • Bank accounts in 15 major global currencies
  • Full range of treasury related services including spot and forward foreign exchange facilities
  • Fixed term, enhanced and structured deposits in any major currency
  • Wholsesale and institutional deposits
  • Bespoke secured lending services
  • Portfolio gearing/leveraging
  • 24 hour online access to client portfolio’s, statements and reporting
  • Provision of consolidated tax reports

Administration

bridport & Co. (Jersey) Ltd. are regulated by the Jersey Financial Services Commission for the conduct of investment business. The company holds the following licences:

Class A – Dealing in Investments

Class B – Managing Investments

Class C – Giving Investment Advice

Partner with one of the top asset management firms for long term, sustainable investment management solutions. Contact us for more information today.

A Team of 4

income specialists

With 100+

years experience

delivering 3

core services

under 4

guiding principles

and 1

clear investment policy

focused 100%

on client results

Income Model
(Euro)

bjsy-Cropped

bridport Diversified Income Model

Name *
Email *
Company *
Telephone *

Income Model
(Sterling)

Income Model

bridport Diversified Income Model

Name *
Email *
Company *
Telephone *

Funds

Learn-about-the-Optimised-Funds-Download-Optimised-Funds-fact-sheet

Learn more about the Optimised Funds.

Download Optimised Funds fact sheet.

Name *
Email *
Company *
Telephone *
Name *
Email *
Company *
Telephone *

Application

Download-Application-form

Download our Application Form Here.

Name *
Email *
Company *
Telephone *

Bond Models

Download-Bond-Models-of-Bridport-Leading-Asset-Management-Company-in-Switzerland

Download our Bond Models Form Here.

Name *
Email *
Company *
Telephone *

Prospectus

Download-Bridport-Prospectus-bridport

Download our Prospectus Here.

Name *
Email *
Company *
Telephone *

Recent Posts

 

The funds described in the following pages are not authorized to be distributed in or from Switzerland.

The related information is not available to investor with domicile/registered seat located in Switzerland.

 


I have read the above conditions and confirm that

My domicile/registered office seat is located: