Dynamic Planner adds 5 risk-targeted portfolios from DFM Bordier
21 January 2018
Bordier UK has partnered with Dynamic Planner to launch five risk-targeted managed portfolios.
The Bordier UK Risk Targeted Managed Service model portfolios, which cover Dynamic Planner risk profiles 3 to 7, will be available directly through Bordier UK. Platform availability is set to be announced shortly.
Dynamic Planner said the portfolios will offer clients a broad range of investment solutions whilst being monitored within agreed risk parameters.
Chris Fleming, Financial Analytics director at Dynamic Planner, said: “Demand for our Risk Target Managed service continues to increase from advisers who are looking for more tightly controlled multi-asset investment solutions. Advisers and their clients can feel confident that this service provides a robust investment suitability framework, with an ever increasing range to choose from.”
David Muncaster, director of Sales and Marketing at Bordier UK, commented: “We are delighted to be part of Dynamic Planner’s Risk Target Managed solutions and proud to be the only discretionary fund manager currently available to Dynamic Planner users and their clients.”
The Dynamic Planner Risk Target Managed services provides an independent quarterly review to ensure portfolios remain within the expected target volatility range.
Muncaster added: “As advisers continually strive to demonstrate the value they provide to their clients and meet the ever-higher standards demanded by the regulator, we believe RTM solutions are a big step forward in supporting these common goals.
“Advisers are looking to risk-targeted solutions to ensure the ongoing suitability of their clients’ portfolios matches their chosen risk profile. We see our Bordier UK Risk Targeted Managed Service as being the answer for advisers with concerns over risk-rated solutions, which often drift outside of their risk profile or whose rating is subject to change.”
Bordier UK is the first and currently, only discretionary fund manager to sit on Dynamic Planner’s RTM panel.
Reece Edwards, paraplanner at Hampshire Hill Group, has become the first paraplanner to attain The Paraplanner Standard™ certification. Launched...
With numerous property tax changes already in place (and more due in 2020/21), there are a number of opportunities...
Where death in service policies are written under pensions legislation, lump sums paid out upon death count towards the...