Tailored MPS solutions

Tailored solutions foryour business

Having worked with intermediaries for over 40 years, we understand the challenges you face when running a centralised investment or retirement proposition (‘CIP/CRP’).

We understand that a tailored MPS solution should be bespoke to your firm’s unique needs and requirements and always treated as such.

Our aim is to provide flexibility for a firm to choose the services and features appropriate for them, to enhance what they offer to their clients, while building additional efficiencies and support functions into their business.

How we
support you

  • Tailored and unique solutions
  • Independent and intermediary-focused investment partner
  • Consistent portfolio management process
  • Risk managed approach to support ongoing suitability
  • Implementation of a governance and risk management framework
  • Legacy asset support and transition
  • Efficient execution of investment decisions

Where we add value

CIP/CRP
experience

  • Proven CIP/CRP partner with extensive experience
  • Alignment to existing investment philosophy – your identity/DNA
  • Trusted partnership
  • Personalised adviser support
  • Tailored client communications

Platform
implementation

  • Discretionary rebalancing
  • Implementation of cheaper institutional share classes
  • Assigned implementation manager
  • Enhanced trading oversight
  • Access to all major platforms
  • White-labelled strategies

Asset
allocation

  • Align to existing asset allocation or chosen risk profiler
  • Efficient execution
  • Different strategies for accumulation and decumulation clients

Commercial
benefits 

  • Improved operational efficiencies
  • De-risk your business
  • Reduce costs
  • Enhanced investment governance
  • Support future growth
  • Increase the value of your business

Governance/Risk
management

  • Maintain a compliant framework to support consistent client outcomes
  • Adherence to set risk targeted strategies to comply with ongoing investment suitability
  • Bordier UK Investment Committee oversight – average 25 years of experience
  • Reduced responsibility under Consumer Duty requirements

Fund
selection

  • Institutional research process
  • Direct fund manager access
  • Expertise in active and passive investments
  • Incorporation of existing buy list
  • Currency considerations

Testimonials

We have been looking to partner with an investment manager for the last two years. We needed to work with a firm that understood our investment ideas and wanted to work with us to make sure our DNA continued to run through our centralised investment proposition, also adding value, and with Bordier UK we have found exactly that.

We found Bordier UK’s investment management team willing to listen, experienced and pro-active. We are now able to spend more time adding value for our clients through our financial planning, whilst the heavy lifting on the portfolio management is done for us by Bordier UK.

Adviser firm, East England

I was delighted with how much added value the team at Bordier UK have brought to our investment proposition, whilst maintaining our independent style and identity. They are an extremely knowledgeable team with a vast amount of experience in this area – my only regret was that we didn’t do this years ago.

With less risk and administration for our business and an even stronger offering for our clients, we are very pleased to be partnered with Bordier UK.

Adviser firm, North West England

When we were looking for assistance with our investment proposition, it was really important that we found an investment firm that could work in line with our existing process. It was important that we could build a trusting and longstanding relationship. We required the firm to demonstrate extensive knowledge and access to specialist investment, tailored to our needs. After meeting many DFM firms, Bordier UK were the clear front runner and we have been absolutely thrilled with our decision.

Each and every part of the process from design and implementation through to service has been a delight. The sense that we, as a service-based family run business, are working with a similar structured firm, albeit with a global footprint, has made each part of the journey feel like a true partnership. We would highly recommend Bordier UK to any firm that are looking for a professional and trustworthy long term investment partner.

Adviser firm, South West England

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The right solution
for your business

Tailored MPS Solutions

Or contact us
to talk through your situation