{"name":"Bordier & Cie","domain":"bordier.com","url":"https://optimly.ai/brand/bordier-cie","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Independent Swiss private bank dedicated to private clients and their families, providing wealth management, private asset management and family services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"},{"key":"description","label":"Description","shape":"text","content":"Bordier & Cie is an independent Swiss private bank founded in Geneva in 1844 and owned and managed by the fifth generation of its founding family. It provides wealth management, private asset management and family services to private clients and their families internationally.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To create, manage and protect wealth, building portfolios that protect and grow clients' wealth over the long term and support multi-generational continuity.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"Managing partners: Grégoire Bordier (Senior Managing Partner), Evrard Bordier (Managing Partner), Christian Skaanild (Managing Partner) and Nicolas Porchet (Partner). Limited partners include Patrice Lagnaux, Alessandro Caldana and Aloïs Sommer.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://bordier.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Trust-focused, bespoke, sophisticated, reassuring and long-term oriented, emphasizing family continuity, responsibility, independence and sustainable wealth preservation.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1844","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"Geneva, Switzerland","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Family-owned and family-managed by the fifth generation of the founding family, with no external shareholders. Managing partners carry unlimited personal liability for the firm's obligations.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Helps private clients and families preserve, manage and grow wealth across market cycles and generations, while addressing investment diversification, succession, family governance and legacy planning.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Wealth management through discretionary, advisory and execution-only mandates\nPrivate asset management using institutional-grade, benchmarked portfolio management\nFamily-office services including outsourced chief investment officer capabilities, multi-custody consolidation and investment governance\nMulti-asset and multi-market portfolio construction\nPrivate equity access and portfolio construction\nDigital asset execution-only services through regulated partners\nWealth planning for succession, retirement, cross-border structuring, relocation and philanthropy\nLombard lending secured against clients' own portfolios","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Wealth Management\nPrivate Asset Management\nFamily Services\nBordier Private Equity Club\nDigital Assets Services\nBordier E-Services","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, specifically Swiss private banking and wealth management.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Private clients and their families around the world, including multi-generational families, family offices, external asset managers and clients seeking institutional-style portfolio management.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Private clients and families seeking independent, bespoke wealth management, long-term capital preservation, diversified investing and support with multi-generational wealth, succession and family governance.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Long-term wealth management and capital preservation\nDiscretionary, advisory or execution-only investment mandates\nInstitutional-grade portfolio management for private clients\nPrivate equity diversification across venture, growth, buyout, secondaries, infrastructure and private debt\nDigital asset investing within consolidated wealth reporting\nSuccession and legacy planning\nFamily governance and intergenerational wealth transfer\nMulti-custody asset consolidation","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Wealth portfolios designed for long-term protection and sustainable growth\nAccess to institutional-style investments, mandates and reporting\nBroader diversification across traditional and alternative asset classes\nConsolidated visibility across assets held with multiple custodians\nStructured support for succession, family governance and intergenerational continuity\nAccess to selected private equity and regulated digital asset opportunities\nInvestment decisions aligned with individual objectives, circumstances and sustainability preferences\nLong-term relationships supported by an independent, family-owned private bank","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bordier.com","updated_at":"2026-11-07T06:03:14.833258+00:00"}]}],"last_refreshed_at":"2026-11-07T06:03:14.879118+00:00","last_changed_at":"2026-11-07T06:03:14.887215+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=27fd88cd-f6a8-4c82-bf0b-6f36cc6bde09"}