About us

Trusted by advisers.Built on independence.

Expert portfolio management, risk oversight, and a commitment to long-term stability.

We are an award-winning investment manager that provides investment management solutions to professional advisers such as financial advisers, solicitors and accountants, and their clients throughout the UK.

Our story

Stone relief of a historical coat of arms featuring a heraldic eagle on the left and a vertical key on the right, mounted on a textured building facade.

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. These services include bespoke and model discretionary portfolios, purpose-built MPS decumulation strategies and Tailored MPS solutions.

This dedication and expertise has led to a significant proportion of our assets under management being introduced through these relationships.

Part of the Bordier Group, we are truly independent, with no private equity or external shareholders. We have no plans for further acquisitions or to be acquired ourselves, offering you and your clients stability and long-term continuity, alongside significant financial strength, to provide peace of mind.

Our investment approach

Our investment approach focuses on long-term capital preservation, strategic asset allocation and independent fund selection. Recognising that client capital is often irreplaceable, we place great emphasis on prudent and proactive risk and volatility management.

A global, unconstrained approach

Our globally unconstrained, forward-looking approach – not tied to specific benchmarks – allows us to pursue both growth and value opportunities within a total return framework. Portfolios are diversified across asset classes, including equities, fixed income, alternatives and cash. Notably, we maintain a strategic allocation to alternative investments, to enhance capital preservation and provide diversification away from traditional bonds and equities.

Multi-manager and multi-asset diversification

We employ a multi-manager, multi-asset approach, combining active and passive investments to construct diversified portfolios tailored to individual risk profiles. We invest solely in daily traded, open-ended UCITS funds, providing liquidity and suitability for retail clients.

Expert oversight & open architecture

Investment decisions are guided by a seasoned Investment Committee, responsible for strategic and tactical asset allocation, fund selection and risk management. We do not offer in-house funds and adopt an open-architecture model, selecting external fund managers through rigorous research to maintain objectivity and broaden investment opportunity.

Commitment to responsible investment

Responsible investment principles are fully integrated within our investment process, with all active funds used in portfolios managed by firms that are signatories to the UN-backed Principles for Responsible Investment (PRI).

In safe hands
with Bordier UK

Part of the independent Bordier Group, directed by three Managing Partners who carry unlimited liability.

An established track record of fund selection, solid asset allocation and long-term performance and tenure of senior management.

Offer a wide range of discretionary services for all client types, with all benefiting from the full expertise of our Investment Committee.

A robust and repeatable centralised investment process that ensures consistency of performance and risk management across client portfolios with similar risk profiles and with no individual manager risk.

Alignment of interests with you and your client, with our principals’ money invested alongside your clients and no in house funds or products to sell.
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Trusted performance.
Recognised excellence.

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.
Our awards