Spotlight

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Portfolio Adviser July/August 2025
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 Investment review for Q2 2025
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Bordier UK awarded ‘Asset Manager of the Year (under £25bn AUM)’ at the 2025 Wealth & Asset Management Awards
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Touchbutton No: 101 – ‘Nixon Shock’, ‘Trump Tariffs’ and the ‘Reagan Boom’
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Bordier UK wins ‘Discretionary Fund Management (DFM) Offering’ at WealthBriefing European Awards 2025
market insights
2025 – Q1
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Trump: ructions and rumpus
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Bordier UK awarded Defaqto 5 Star Ratings across all three DFM propositions
market insights
2024 – Q4
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Ian Heap appointed CEO of Bordier & Cie (UK) PLC
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Touchbutton No: 100 – ‘Handle with care’
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Bordier UK win ‘Small to Medium Wealth Management Firm of the Year’
market insights
2024 – Q3
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Touchbutton No: 99 – ‘Don’t Look Back In Anger’
market insights
Market update
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Jamie MacLeod to pursue alternative career
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Touchbutton No: 98 – ‘Elective Dictatorships’ and ‘Supermajorities’
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Bordier & Cie becomes the exclusive partner of Argentinian tennis player Sebastián Báez
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Bordier UK crowned winners six years running at 2024 WealthBriefing European Awards
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Defaqto 5 Star Ratings across all three DFM propositions
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Bordier UK added to threesixty services’ ‘In retirement’ MPS research
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Bordier UK strategies now Defaqto Risk Rated
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FTAdviser – Bordier wins £200m advice firm contract
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Nugenis awards Bordier UK £200m mandate
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Bordier UK win again at WealthBriefing European Awards
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Bordier UK decumulation service mapped to Dynamic Planner
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Bordier UK crowned winner in ‘Specialist Wealth Manager’ at 2021 WealthBriefing European Awards
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Bordier UK launches new lower-cost Hybrid Passive Managed Service