Bordier UK strategies now Defaqto Risk Rated

In addition to our Defaqto 5 Star Ratings, we are delighted that our Platform Managed Portfolio Service (‘PMPS’) and Hybrid Passive Managed Service strategies are now Risk Rated by Defaqto.

What does it mean to be Risk Rated by Defaqto?

  • Independent and robust risk mapping – enables you to identify and select suitable investment strategies.
  • Better client outcomes – ensures the chosen strategy is aligned to your client’s agreed level of risk.
  • Supporting compliance – contributes significantly to your recommendation process and aids the delivery of compliant advice.

Defaqto Risk Ratings for our PMPS and Hybrid Passive Managed Service strategies:

We are excited to widen our presence in the intermediary market with our ongoing commitment to broadening our investment proposition.

For further information on how to access our PMPS or Hybrid Passive Managed Service please speak to your professional adviser or ask them to contact our sales team on +44 (0) 20 7667 6600 or email [email protected].

This page is issued and approved by Bordier & Cie (UK) PLC (‘Bordier UK’), which is authorised and regulated by the Financial Conduct Authority (‘FCA’) Registered Number: 114324. Bordier UK is a specialist investment manager dedicated to providing portfolio management services. We offer Restricted advice as defined by the FCA, which means that if we make a personal recommendation of an investment solution to you, it will be from Bordier UK’s range of investment propositions and will reflect your needs and your approach to risk.

This page is not intended as an offer to acquire or dispose of any security or interest in any security. Potential investors should take their own independent advice to assess the suitability of investments. Whilst every effort has been made to ensure that the information contained in this page is correct, the directors of Bordier & Cie (UK) PLC can take no responsibility for any action taken (or not taken) as a result of the matters discussed within it.