25 JULY 2023

Nugenis awards Bordier UK £200m mandate

Nugenis Financial Planning (‘Nugenis’), part of Independent Wealth Planners (‘IWP’), has awarded Bordier UK, the award-winning British arm of the Bordier Group, a c£200m advisory mandate.

The strategic alliance sees Bordier UK working in partnership with the Cardiff-based firm, which supports a wide range of individual clients, companies and trustees across South Wales and the South-West of England.

Jamie MacLeod, CEO at Bordier UK, said: “We were awarded the Nugenis mandate following a rigorous research process, having demonstrated outstanding outcomes for a range of clients. We enjoy a great working chemistry with the Nugenis team and look forward to building the relationship.”

As part of the agreement, Bordier UK sits on the Nugenis Investment Committee, advising the firm on risk management, as well as strategic and tactical asset allocation, across numerous strategies, managed on leading industry platforms.

Gareth Tregidon, CEO at Nugenis said that Bordier UK’s experience and expertise had considerably enhanced its in-house investment capabilities, “helping us to deliver excellent client outcomes as we grow our regional presence – this with the support of IWP’s national brand and infrastructure. It is a strong foundation for the future, and we look forward to building our partnership with Bordier UK as we strive to deliver ongoing value to our clients over the long-term.”

This page is issued and approved by Bordier & Cie (UK) PLC (of 23 King Street, St James’s, London SW1Y 6QY), which is authorised and regulated by the Financial Conduct Authority, FCA No. 114324. Incorporated in England No. 1583393.