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...

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