CEO Monthly Issue 11 2018

8 CEO MONTHLY / ISSUE 11 2018 , Bridport&Co is afinancial services company committed toproviding a full range of fixed income services to institutional clients. Earlier this year, bridport’s SeniorManagingPartner andCo- Founder, Thomas Bartholdi, was named among thewinners of the 2018Global CEOExcellence Awards as theBest Financial Services CEOof theYear, withbridport being recognised further as the Fixed IncomeAdvisoryFirmof theYear. Following these achievements, CEOMonthly Magazine looked toprofile this exemplaryfinancial institution. Providing Transparent Advice to Institutional Investors Ultimately, bridport was created to establish a new benchmark in finance advisory, away from the biases that had, arguably, defined the past. They are, above all, independent, without ties or obligations to third party firms, providing conflict-free advice, research documentation and execution. These qualities have formed the foundation of the company since their inception in the early nineties and have remained crucial to bridport’s enduring success in the decades since. More simply, bridport are dedicated to honesty, understanding that their clients need an expert hand to navigate the often-complex investment landscape. With this goal in mind, the firm provides transparent assistance with the selection of individual bonds, and advice on holdings and disposals, working alongside their clients to achieve business growth in an often-challenging economic environment. Collectively, bridport’s management and staff have decades of tested experience in international capital markets, leveraging local and global knowledge to gather, understand and analyse GCE18041 an immense quantity of market information to deliver complete, impartial and personal advice to their 500 institutional clients. In this, they are a vital resource, a team of experts with their client’s interests at heart. This team also regularly publish macro and micro economic reports, working to disseminate their knowledge for the betterment of the greater industry. However, it would be a disservice to not emphasise the role of bridport’s management in forging their dominating presence in the capital markets sector. As the firm’s co-Founder and Senior Managing Partner, Thomas Bartholdi is responsible for the day-to-day operations of both the Geneva and Zurich branches of the firm. He believes that the key driver of bridport’s success lies in their bespoke and carefully considered client service. “Service is what makes us unique. Reliability, accuracy and speed as well as every access to information.We provide our customers a ‘tailor- made’ service”. Indeed, as firms across finance embrace the unique benefits of technology to create more efficient, cost-effective services, clients, in turn, require a more personable approach to advisory. Bridport happily meet these expectations, creating a best in class approach that has been defined by the power of technology and human-powered expertise. As an investment advisory firm, bridport offer a range of services that can be considered vital for today’s modern investor, with dedicated bond selection and asset management divisions. Bridport places an important focus on their ability to match bond selections to a client’s profile, designing a proprietary analytical tool specifically created to ensure that they can meet a client’s individual needs. This tool is ‘Keox’, a database of over 30,000 bonds – 10,000 of which are liquid issues and more than 1,500 are convertible bonds – a massive source of vital information. Bridport are continuously developing Keox to meet the ever-evolving demands of their clientele, ensuring that they remain, always, at the cutting edge of the industry. Where their bond selection is driven by the latest technology on the market, their asset management division capitalises on an effective duumvirate of human knowledge and discretion, partnered with tried and true investment risk models. Their team of experienced and specialist asset managers all share a conviction that active management adds value to their client’s investments, again guaranteeing that the client remains at the centre of their services at all times. More importantly, from an investor’s perspective, the firm deliver disciplined strategies without excessive risk, working closely with clients openly and honestly to help them achieve their goals and build strong, long-term relationships. For all these reasons, and many more besides, bridport was recognised as the Fixed Income Advisory Firm of the Year. Thomas Batholdi’s guidance, experience and prowess in the industry has firmly secured bridport’s position as a true stalwart in a notoriously competitive and volatile investment arena. Contact: Thomas Bartholdi Company: Bridport & Co Address: Place Longemalle 1, 1204 Geneva, Switzerland Website: www.bridport.ch Telephone: +41 22 817 70 00