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Bordier retains three Defaqto five star ratings


Bordier (UK) – formerly Berry Asset Management – has retained the maximum five star rating for multiple discretionary propositions across all three of independent research agency Defaqto’s Discretionary Fund Management rating classes.  

The announcement comes in the wake of the firm’s 2015 DFM audits, which Defaqto says represent “the most intensive sets of standardised screening that it has conducted on the DFM market” yet.

Bordier (UK) has been awarded the maximum five star rating for the following services:

• ‘MPS Platform’: the Bordier (UK) Platform Managed Portfolio Service, which offers cost-effective management of portfolios on a variety of platforms, via advisers, with a value of £1,000 plus

• ‘MPS – Direct Custody’: the Bordier (UK) Managed Portfolio Service, which offers cost-effective management of portfolios with a value of £20,000 plus

• ‘Bespoke – Wealth Management Service’: the Bordier (UK) Wealth Management Service, which offers a bespoke discretionary portfolio management service for portfolios with a value of £250,000 plus

Bordier (UK) Chief Executive Officer, Jamie MacLeod (pictured) ,says: “The wealth management industry continues to attract new entrants and is becoming ever more overcrowded; that makes the task of identifying the right investment partner much harder than it should be.  At Bordier (UK) we have opened ourselves up to companies like Defaqto, ARC and Distribution Technology, and we continue to make significant efforts to make the intermediary’s task in selecting the right partner that little bit easier; they say they are delighted with what we are doing.

“We subscribe our investment performance data to ARC, the firm’s Suggestus service providing an impartial view of investment managers – and as it is backed up by hard data this is proving to be an invaluable tool for intermediaries in the manager selection process.  We took the decision to subscribe our investment data to ARC in 2012 in the spirit of transparency and have subsequently been awarded the coveted ARC ‘Approved Due Diligence Kitemark’. Our investment performance [as judged by ARC] was again outstanding and the retention of our trio of Defaqto five sttar ratings now further underlines the credibility of the Bordier (UK) proposition.

“Our clients have benefited from our service offering and we continue to innovate and expand our suite of services to meet their evolving requirements.  We remain differentiated by the quality of our people and the long-term partnerships which exist across our team, and we look to the future with great hope, one of a small number of firms truly committed to setting new standards.”

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