RegulationAug 6 2015

Discretionary mandate win for Bordier (UK)

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Discretionary mandate win for Bordier (UK)

Almary Green has given specialist asset management firm Bordier (UK) mandate to manage a £75m portfolio.

The client assets will be invested in a range of risk-graded Bordier (UK) portfolios through the Old Mutual Wealth platform.

Carl Lamb, managing director of Norfolk-based Almary Green, said: “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.”

Mr Lamb added that Bordier (UK)’s professionalism and commitment had been “manifest” to Almary Green

Bordier (UK) is a subsidiary of the Switzerland-based Bordier & Cie and was formed in 1981 as Berry Asset Management, changing its name in 2014.

Jamie MacLeod, chief executive of Bordier (UK), said: “At Bordier (UK) we have a well-established infrastructure for working with financial advisers in this field, and an investment committee and investment team which boasts a track record for outstanding risk-adjusted investment performance over the longer term.”

In April Almary Green bought Lowestoft-based Jones Financial Planning, increasing its assets under advice by £30m.