Professional advisers

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Important

Please note that this area of the website and its content is only for professional advisers based within the United Kingdom, who are authorised and regulated by the Financial Conduct Authority (FCA).

The information and documents contained within are not for use by retail clients and by proceeding, you confirm that you are a professional adviser based in the UK.

I confirm that I have read and understood the above information.

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Working with you

For over 30 years we have been committed to providing investment management solutions to professional advisers and their clients in the UK and around the world.

By working closely with you, we ensure that our services support your role as trusted adviser and benefit your clients.

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

For financial advisers

We partner with financial advisers looking to outsource the management of their clients’ investment portfolio to a specialist investment manager or in-source investment management expertise as part of their own centralised investment proposition.

Our aim is to work closely with you to support you in managing the assets within your clients’ portfolios, working hand in hand to deliver the very best financial solution for your clients.

We recognise that time is a valuable commodity and so everything we do is centred on helping you to provide a holistic financial planning service to your clients with you at the forefront of the relationship.

To do this, we provide you with:

Knowledge: Regular market and portfolio communications, including quarterly investment updates and conference calls.
Support: A broad range of adviser and client-facing literature including our highly regarded guide to risk and suitability as well as factsheets and sales aids.
Integration: Links to back-office administration and CRM systems such as Curo, Enable and Intelligent Office.
Access: Online reporting and access to client accounts via iOS and Android apps.
Strategic solutions: Centralised investment proposition (CIP) portfolio construction and implementation, legacy asset solutions and transition, risk-targeted portfolio management and grey labelling.

For accountants

We understand the significance of providing the right information, in a timely manner, to enable accountants to give the best possible service to their clients.

The quality and clarity of our comprehensive reporting can help reduce the time and effort that you will spend on the necessary paperwork and administration.

Our consolidated tax report has been specifically designed to make life easier when it comes to completing tax returns or forming future tax plans. This report contains a schedule of:

All dividends, interest and other income accrued on your client’s Bordier UK account during the tax year.
Capital gains/losses made on your client’s Bordier UK account during the tax year.

We are also able to:

Produce ad-hoc realised and unrealised capital gains tax reports at any point of the tax year, as well as income schedules if required.
Arrange for tax bills to be settled directly with HMRC on behalf of your client, with no payment charge for the client.

For solicitors

We appreciate the many legal complexities faced by solicitors and their clients in today’s investment environment.

We have developed a range of services to meet these challenges and our investment managers have a wealth of experience in managing specialised investment portfolios with strict mandates such as:

Investments within a range of trust arrangements.
Bespoke portfolios for a range of clients that include international clients, resident nom-domicile, non-resident non-domicile, investor visa, QROPS investment management and offshore custody.
Court of Protection portfolios.
Charity investments.

Why Bordier UK

As a specialist investment manager, our sole focus is to provide investment management solutions to professional advisers, charities, family offices and other large institutions.

Our services include the management of funds within general investment accounts, ISAs, pensions, trusts and offshore bonds.

By choosing us to manage your clients’ investments, you and your clients can benefit from:

The Bordier Group:
- Built on solid foundations, with a strong tier one capital ratio of over 25%.
- One of the few private, family-owned businesses in UK DFM market space.
- Access to onshore and offshore as well as multi-currency solutions.
- Directed by three Managing Partners who carry unlimited liability.
Consistency: Track record of fund selection, solid asset allocation and long-term performance and tenure of senior management.
Range of services: Wide range of discretionary services for all client types – on platform, off platform, big, small – all clients benefit from full Bordier UK expertise.
Awards and ratings:
- Defaqto 5 Star Ratings across our bespoke, managed and platform managed portfolio propositions.
- Asset Risk Consultants 3D award.
- Corporate winner or shortlisted for over 50 prestigious industry awards since 2014.
Our Investment Committee: Our robust and repeatable centralised investment process 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: Our principals’ money is invested alongside your clients and we do not sell our own products.

Due diligence

We appreciate the extensive due diligence that you are required to undertake when selecting a suitable discretionary fund manager to manage your clients’ investments.

We have opened our business and services up to a selection of independent ratings providers, who have undertaken comprehensive reviews of our systems and processes.

We are also able to provide comprehensive answers to any questions you may have during your due diligence process, including in-depth information into our services and details of the key aspects of our business.

Please contact a member of our business development team for more information. Alternatively, you can email sales@bordieruk.com or call 020 7667 6600.

Asset Risk Consultants

We have been awarded the 2018 Suggestus 3D Award from Asset Risk Consultants (ARC) due to our ongoing commitment to transparency, engagement and integrity.

The award confirms our dedication to providing the highest standards of service and investment management solutions to our clients in a completely transparent and honest manner. In addition, the award enables private clients, professional advisers, charities and wealth management professionals to identify investment managers that have demonstrated a superior standard of transparency and engagement.

A copy of our ARC Suggestus 3D Due Diligence Questionnaire can be downloaded from the ARC Suggestus website.

Defaqto

We have received and retained the maximum Defaqto 5 Star Rating for our Wealth Management Service, Managed Portfolio Service and Platform Managed Portfolio Service over the last six years – one of only three discretionary fund managers to achieve the top rating in three DFM categories during the period.

Defaqto Star Ratings provide an independent assessment of products and service propositions based on the level of features and benefits they offer, combined with relevant provider information – giving each a rating of 1 to 5 to indicate where they are positioned in the market. A 5 Star Rating indicates that a proposition has one of the best quality service offerings in the market, based on the firm’s commitment to the adviser market, the way the proposition is structured and the flexibility it offers.

Third-party relationships

We have established strong relationships with many third-party providers over the years, including fund houses, platforms and back-office administration and CRM systems.

These relationships allow us to provide you and your clients with the:

Best investments and research from the some of the biggest and smallest names in the fund management industry.
Flexibility to access our investment propositions via different platforms and wrappers.
Efficiency of management and award-winning client servicing and reporting.
Considerable benefits of continuity and stability.

Back-office administration and CRM systems

We integrate with back-office administration and CRM systems to assist you in the holistic management of your clients’ portfolios.

The ability to feed client portfolio data, either via web portal or secure FTP, directly to your systems can help reduce administrative costs and facilitates the monitoring of portfolio performance and activity.

We currently work with the following back-office administration and CRM systems:

Curo
Enable
Intelligent Office

We are open to working with your chosen supplier should we not already have links with them.

Platforms, SIPPs and offshore bond providers

Many professional advisers choose to use wraps and platforms at the heart of their business to simplify administration and improve efficiency. In recognition of this, we have steadily grown the number of third parties through which our services are available and are looking to grow this further.

We also have active relationships with a broad selection of SIPP and offshore bond providers.

View current platforms and wrappers

Meet the team

Our experienced team of business development managers are here to provide you with further information on our services, support you through the due diligence process for new clients and to help answer any queries you may have for existing clients.

David Muncaster
Director of Sales and Marketing
david.muncaster@bordieruk.com

David has over 30 years’ experience in the financial services industry, with a background in retail private banking, financial planning and fund management. In 2005 he was key to the establishment of the UBS UK intermediary offering after which, in 2009, David joined Close Brothers to launch their intermediary business, building assets to over £1bn in five years. David also managed the Close Brothers Fund Distribution business and had responsibility for their investment products. David joined Bordier UK in early 2015 as Director of Sales and Marketing with responsibility for distribution in the UK.

George Moorey-Denham
Intermediary Partnership Development Manager
george.moorey-denham@bordieruk.com

George brings over 20 years’ experience to Bordier UK, supporting the distribution team in the drive for growth in the UK professional adviser marketplace. Prior to Bordier UK, George spent seven years in the Strategic Partnership team at UBS Wealth Management and seven years as an IFA. George is a Chartered Wealth Manager and holds the Private Client Investment Advice Management qualification, the Investment Management Certificate and the Advanced Financial Planning Certificate

Philip Lacey
Head of Sales Operations
philip.lacey@bordieruk.com

Philip is an experienced sales operations, change and support manager, having worked in the financial services industry for over 20 years, spending 11 of which with the Portman Building Society.

Philip joined Bordier UK in July 2011 becoming Head of Client Services and Projects before moving over to the Sales and Marketing team, firstly as Intermediary Business Manager and more recently as Sales Operations Manager.

Alternatively, professional advisers who already have clients with us can visit our secure adviser area, where they have access to all the necessary forms and other client-facing information they may need.

Literature library

We produce a range of literature to support you in communicating and recommending our services to your clients.

Please select the relevant section below to view our literature.

Client guides, due diligence and investment commentary

Wealth Management Service (bespoke)

Managed Portfolio Service

Platform Managed Portfolio Service

We are also able to provide you with further documentation to support you in your due diligence process, including our ARC Suggestus 3D Due Diligence Questionnaire, on request.

Please contact a member of our business development team for more information. Alternatively, you can email sales@bordieruk.com or call 020 7667 6600.