We partner with financial advisers looking to outsource the management of their clients’ investment portfolio to a specialist investment manager or in-source investment management expertise as part of their own centralised investment proposition.

Our aim is to work closely with you to support you in managing the assets within your clients’ portfolios, working hand in hand to deliver the very best financial solution for your clients.

We recognise that time is a valuable commodity and so everything we do is centred on helping you to provide a holistic financial planning service to your clients with you at the forefront of the relationship.

To do this, we provide you with:

• Knowledge: Regular market and portfolio communications, including quarterly investment updates and conference calls.
• Support: A broad range of adviser and client-facing literature including our highly regarded guide to risk and suitability as well as factsheets and sales aids.
• Integration: Links to back-office administration and CRM systems such as Curo, Enable and Intelligent Office.
• Access: Online reporting and access to client accounts via iOS and Android apps.
• Strategic solutions: Centralised investment proposition (CIP) portfolio construction and implementation, legacy asset solutions and transition, risk-targeted portfolio management and grey labelling.

We understand the significance of providing the right information, in a timely manner, to enable accountants to give the best possible service to their clients.

The quality and clarity of our comprehensive reporting can help reduce the time and effort that you will spend on the necessary paperwork and administration.

Our consolidated tax report has been specifically designed to make life easier when it comes to completing tax returns or forming future tax plans. This report contains a schedule of:

• All dividends, interest and other income accrued on your client’s Bordier UK account during the tax year.
• Capital gains/losses made on your client’s Bordier UK account during the tax year.

We are also able to:

• Produce ad-hoc realised and unrealised capital gains tax reports at any point of the tax year, as well as income schedules if required.
• Arrange for tax bills to be settled directly with HMRC on behalf of your client, with no payment charge for the client.

We appreciate the many legal complexities faced by solicitors and their clients in today’s investment environment.

We have developed a range of services to meet these challenges and our investment managers have a wealth of experience in managing specialised investment portfolios with strict mandates such as:

• Investments within a range of trust arrangements.
• Bespoke portfolios for a range of clients that include international clients, resident nom-domicile, non-resident non-domicile, investor visa, QROPS investment management and offshore custody.
• Court of Protection portfolios.
• Charity investments.