Boccard is a visionary wealth management platform specifically designed for the needs of the modern, global investor.

Established in 1973, we have more than 50 years of experience in protecting our clients’ legacies, with expertise in areas ranging from estate planning to trusts and asset protection.

Today, we practice a modern and collaborative approach that offers a seamless, integrated client experience while still allowing for high levels of customisation. Our experience has taught us that every client has a set of unique objectives and circumstances, and we seek to add value in unexpected ways.

Our investment advisory and investment management practices are professional, discreet and service-oriented. We strictly avoid conflicts of interest, and our advice to clients is fully independent.

Copyright 2022, Boccard Asset Management Limited. Incorporated in the British Virgin Islands.

Expiration: 31/12/2026 Approval Date: 01/09/2023 Review Code: KS3665333

Investment advisory services and brokerage services are distinct and separate. Each service differs in material ways and is governed by different laws, regulations and internal policies. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please ask your Boccard Financial Advisor for a copy.

The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information.

Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of this material, other than personal viewing, without prior written permission from Boccard is strictly prohibited.

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Copyright 2024, Boccard Asset Management Limited.

Investment advisory services and brokerage services are distinct and separate. Each service differs in material ways and is governed by different laws, regulations and internal policies. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please ask your Relationship Manager for a copy.The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information.

The contents of this web page are proprietary. Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of this material, other than personal viewing, without prior written permission from Boccard is strictly prohibited.

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