Managed Portfolio Servive
Lower cost access to our expertise
Model portfolio services that give your clients with more modest sums cost-effective access to the discretionary portfolio management expertise of our experienced investment team.
Our actively managed solutions each offer five accumulation investment strategies with different levels of risk and potential return, with equity market exposure that increases in increments of 20% for each strategy. Portfolios can be constructed using fully active investments or a blend of active and passive investments (hybrid passive).
Whether they are looking for regular income from their investments or long term capital growth, our managed portfolios are actively managed to ensure an appropriate balance of risk and return in line with your client’s risk profile and expectations.
Portfolios are rebalanced at least quarterly to maintain alignment with the client’s risk profile and investment objectives, can be held in a wide range of investment structures and wrappers, and are available on the Bordier UK platform and via third-party platforms.
Our direct and platform managed portfolio services have both been awarded the maximum Defaqto 5 stars as a solution for advisers to manage client assets directly with Bordier UK or on a third-party platform
The right services
for your clients
Managed Portfolio Service
Hybrid Passive Managed Service
Five lower cost, risk managed model portfolios created through a blend of active and passive investments with clearly defined equity allocation ranges.