Bordier UK



Bordier & Cie (UK) PLC (Bordier UK) is a specialist wealth manager that promotes a long-standing culture of consistency and excellence, whether in the performance of our portfolios, the service given by our staff or our award-winning reporting. Our focus is on providing investment management services, including the management of funds for general investment accounts, ISAs, pensions, trusts and offshore bonds. Our key partners include financial advisers, lawyers, accountants, charities, family offices and other large institutions.


Our portfolios are constructed around five core investment strategies, each with differing commitments to equities and other asset classes, and benefit from a disciplined investment process which harnesses some of the stringent requirements of institutional fund management within a private client environment.

  • We offer five investment strategies
  • Risk is categorised by volatility of returns and subsequently equity exposure
  • Portfolios are rebalanced on a quarterly basis
  • Our Platform Managed Portfolio Service provides cost effective investment management
  • We have an excellent track record in producing strong and consistent risk-adjusted returns
  • We have a clear and competitive pricing structure
  • Our models are available on all major platform providers
  • Our portfolios can be mapped to your chosen risk profile tool

Rebalance schedule

Third Monday after quarter-end


0.30% + VAT


Ian Heap, Director of Platform Management:

020 7667 6600

Bordier UK is based in London and is part of the Bordier & Cie Group. Established in Geneva in 1844, the Bordier & Cie Group operates in six countries across four continents with its headquarters in Geneva. 

Bordier UK is authorised and regulated by the Financial Conduct Authority to provide investment management services.

Legal disclaimer

This website is for general information only. Aviva takes no responsibility nor accepts any liability for any decisions or actions you take as a result of the information given. The content on this website has not been approved for use with customers. You shouldn’t rely on this content in place of legal, regulatory or other professional advice.

Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content on this website prepared or provided by third parties, nor the accuracy and completeness of that content.

Third parties are any person other than an Aviva company or Aviva employee. By allowing third parties to publish material on this web page Aviva is not endorsing the contents of that material. Any views expressed are the views of that third party and Aviva does not

Aviva's dedicated site for UK financial advisers only. Not for use with customers, if you're a customer please go to