An award-winning UK investment manager
trusted by professional advisers and their clients for over 40 years
For over 40 years we have been committed to working closely with advisers to develop a comprehensive and flexible range of high-quality services to meet the demands of a modern adviser business and support your role as trusted adviser.
A combination of the best elements of European and British investment management.
Bespoke portfolios for your clients
A fully bespoke discretionary portfolio management service tailored for high-net-worth clients with complex financial needs.
Managed portfolios for your clients
Give your clients cost-effective access to the discretionary portfolio management expertise of our experienced investment team.
Risk targeted portfolios for your clients
Offer your clients cost-effective access to our discretionary portfolio expertise, with risk-targeted models and robust oversight from Dynamic Planner.
Decumulation portfolios for your clients
Help your clients enjoy a smoother retirement with risk-targeted portfolios and expert discretionary management.
Tailored solutions for your business
We provide flexibility for a firm to choose the services and features appropriate for them.
Recognised for excellence since 2010
We are proud to have been recognised for our investment services and the way in which we have delivered for our clients and their advisers.
In safe hands
with Bordier UK
We are part of the independent Bordier Group, directed by three Managing Partners who carry unlimited liability. Our interests are fully aligned with you and your clients, with our principals’ money invested alongside theirs — and no in-house funds or products to sell.
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