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Adviser dossier · Wealth managers & private bankers

Ian Heap

CEO, Bordier & Cie
Part of a group United Kingdom
1
Distinction listed
26
years in current expertise
Profile

Ian Heap was appointed Chief Executive Officer of Bordier & Cie (UK) in January 2025, becoming the third CEO in the firm's history. He began his career in private client wealth management in 2000 and joined Bordier UK in 2005 from Close Brothers Wealth Management, where he had managed a book of discretionary private and corporate clients. He served as a board director from 2019 and headed the portfolio management team for five years prior to his appointment as CEO.

Bordier & Cie (UK) is the UK subsidiary of the Swiss private bank Bordier & Cie, established in 1844. In addition to his CEO role, Ian Heap continues to act as a private client Investment Director at the firm.

Specialisms
Recognition
Citywealth Leaders List 2025 — Private Bankers & Investment Managers — Leaders List 2025 View source ↗