Bordier teams up with Dynamic Planner on five risk-targeted portfolios

The Bordier UK Risk Targeted Managed Service model portfolios cover Dynamic Planner risk profiles three to seven and costs from 0.75% plus VAT, available directly from Bordier UK. The Dynamic Planner Risk Target Managed (RTM) service provides an independent quarterly review to ensure portfolios remain within risk profiles' expected target volatility range. Bordier UK is the first discretionary fund manager to sit on Dynamic Planner's RTM panel.  The service was intended to dovetail with the second instalment of the Markets in Financial Instruments Directive, introduced on 3 January 20...