We are a specialist wealth manager dedicated to working with professional advisers to manage investment solutions, including risk targeted strategies, on behalf of their clients. We manage client portfolios on a discretionary basis, which means we make the day to day investment decisions within an agreed framework and risk profile.
Our Risk Targeted (RT) Managed Service provides five investment strategies (Bordier UK RT3-7) that benefit from full discretionary fund management whilst also being managed in accordance with specific Dynamic Planner risk profiles.
Volatility is targeted to stay within the boundaries assigned to specific Dynamic Planner risk profiles, so it assists professional advisers with risk-mapping and ensuring the suitability of their clients’ investments.
Why Bordier UK RT Managed Service?
- Strategies for Dynamic Planner risk profiles 3-7
- The only discretionary specialist wealth manager RTM solution
- Suitable for growth and income requirements
- Full discretionary fund management with volatility targeted to stay within the boundaries assigned to each Dynamic Planner risk profile
- Robust and repeatable centralised investment process that takes a global investment approach
- Track record of strong and consistent risk-adjusted returns over long-term
- Models rebalanced at least quarterly to negate effects of portfolio ‘drift’