We are an award-winning wealth and investment manager that provides investment management solutions to advisers and their clients in the UK.

For over 40 years we have been committed to working closely with advisers to develop a comprehensive and flexible range of high-quality services to meet the demands of a modern adviser business and support their role as trusted adviser. These services include bespoke and model discretionary portfolios, purpose-built MPS decumulation strategies and tailored MPS solutions.

This dedication and expertise have led to a significant proportion of our assets under management being introduced through these relationships.

We are part of the Bordier Group, which is built on solid foundations with a strong Tier 1 capital ratio of 30.8%. Established in Geneva in 1844, the Bordier Group operates in six countries across three continents, managing assets of circa £17.4bn.

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