Berry Asset Management

I set up Berry Asset Management in 1981 to be different. Since the outset, we have remained committed to a single proposition. We provide our clients with a fee based discretionary portfolio management service, investing in all asset classes.

We are not financial planners, because we typically work alongside your existing professional advisers, be they your solicitor, accountant or IFA.

In my experience, investors are increasingly seeking consistent returns from their assets, coupled with lower risk, and they do not want all of their money invested solely in equity markets. Our goal is to achieve these objectives for our clients.

In 2001, we forged a strategic alliance with Bordier & Cie, the long established Swiss private bank. Plenty of firms form such alliances, but this one works. They have a shareholding in the company, and we share research effort. It is interesting that in an era of lower stockmarket returns and increased volatility, the Swiss model of lower risk wealth preservation is once again centre stage.

We have benefited from this alliance in many aspects of the business and the relationship has worked very well. As a result, Bordier have recently acquired a further shareholding in this company; although this acquisition will result in the Bordier partnership owning a majority interest in Berry Asset Management, the company will remain independent and no other changes are planned. The board of directors will remain unchanged, with its existing full time executives, and the bank’s day to day involvement in the business will not be increased in any way. In summary, it will be business as usual, but this is nevertheless an important milestone for the company.

This website can only outline who we are, and how we do it. If you like what we say, contact us to talk in more detail about how we can help.

Jamie Berry
Managing Director

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