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

Risk profiles three to seven

Victoria McKeever
clock • 1 min read

Bordier UK has partnered with Dynamic Planner to launch five risk-targeted managed portfolios, available directly from the wealth manager, with platform availability set to be announced shortly.

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Beyond avocado analogies: Examining the UK equity market

Beyond avocado analogies: Examining the UK equity market

'If the UK stock market were a fruit, it would undoubtedly be an avocado'

James Sullivan
clock 19 June 2024 • 5 min read
Challenging markets can lead to investment opportunities

Challenging markets can lead to investment opportunities

Taking a longer-term view on falling asset prices

Natalie Tysoe
clock 18 June 2024 • 4 min read
Advisers say 'cash returns don't cut it' as equity exposure soars

Advisers say 'cash returns don't cut it' as equity exposure soars

Three quarters of advisers have helped clients increase equities exposure

Hope Coumbe
clock 14 June 2024 • 1 min read