Bordier’s Defensive, Cautious, Balanced, Growth and Adventurous strategies are now available to investors via 7IM.
“As advisers evolve their business models – in a drive to embrace regulatory change and the on-going demand for technology-led solutions – platforms will play an increasingly important role,” said head of platform at 7IM Verona Smith. “We are delighted that Bordier UK has chosen to distribute its risk rated strategies via our platform and pleased that this latest collaboration further extends the advisers’ choice of investment solutions for their clients.”
Bordier UK chief executive Jamie MacLeod (pictured) said he sees the move as ‘an excellent fit’ given the firm’s investment experience and expertise. “We have openly invited the scrutiny of organisations like ARC, Distribution Technology and Defaqto in recent years in the spirit of transparency, and as part of our drive to make the intermediary’s task in selecting the right partner that much easier,” MacLeod said.
The Bordier & Cie Group manages in excess of £7.7bn for circa 4000 families.
