Reports

Bordier (UK) Wins £75 Million Mandate From IFA

Tom Burroughes Group Editor August 4, 2015

Bordier (UK) Wins £75 Million Mandate From IFA

The UK-based wealth manager has won a mandate from a regional UK independent financial advisor group.

Bordier (UK), the wealth management house, has won a mandate to oversee £75 million of client assets on behalf of independent financial advisor group Almary Green.

The assets will be invested in a range of risk-graded Portfolio (UK) investments on the Old Mutual platform, Bordier (UK) said in a statement yesterday.

“We choose our partners carefully when it comes to deciding which fund managers to recommend and are scrupulous in our due diligence. Our partners must not only deliver on performance, they must also have the high standards of service and ethics that are at the very core of the Almary Green ethos and proposition,” Carl Lamb, managing director of Almary, a firm that is based in Norfolk in Eastern England, said.

 

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