Defaqto 5 Star Ratings across all three DFM propositions

We have achieved and retained, over the past 12 years, the maximum Defaqto 5 Star Ratings for our Wealth Management Service (bespoke) and Managed Portfolio Service. Our Platform Managed Portfolio Service has been 5 Star Rated since the inception of Defaqto’s DFM MPS on Platform Rating category in 2014.

We are proud to be one of only three DFMs to have achieved these highest three Defaqto DFM Star Ratings across this period, demonstrating the quality of the investment services we provide for clients and their advisers.

For further information on how to access our services please speak to your professional adviser or ask them to contact our sales team on +44 (0) 20 7667 6600 or email [email protected].

This page is issued and approved by Bordier & Cie (UK) PLC (‘Bordier UK’), which is authorised and regulated by the Financial Conduct Authority (‘FCA’) Registered Number: 114324. Bordier UK is a specialist investment manager dedicated to providing portfolio management services. We offer Restricted advice as defined by the FCA, which means that if we make a personal recommendation of an investment solution to you, it will be from Bordier UK’s range of investment propositions and will reflect your needs and your approach to risk.

This page is not intended as an offer to acquire or dispose of any security or interest in any security. Potential investors should take their own independent advice to assess the suitability of investments. Whilst every effort has been made to ensure that the information contained in this page is correct, the directors of Bordier & Cie (UK) PLC can take no responsibility for any action taken (or not taken) as a result of the matters discussed within it.