Nugenis Financial Planning, which is part of Independent Wealth Planners (IWP), has awarded the British arm of the Bordier Group, Bordier UK, a circa £200m advisory mandate.
The strategic alliance will see Bordier UK work in partnership with the Cardiff-based firm, which supports a range of individual clients, companies and trustees across South Wales and the South-West of England.
CEO at Bordier UK, Jamie MacLeod, said: “We were awarded the Nugenis mandate following a rigorous research process, having demonstrated outstanding outcomes for a range of clients. We enjoy a great working chemistry with the Nugenis team and look forward to building the relationship.”
As part of the agreement, Bordier UK sits on the Nugenis Investment Committee, advising the firm on risk management, as well as strategic and tactical asset allocation, across numerous strategies, managed on leading industry platforms.
CEO at Nugenis, Gareth Tregidon, said that Bordier UK’s experience and expertise had “considerably enhanced” its in-house investment capabilities.
“It is a strong foundation for the future, and we look forward to building our partnership with Bordier UK as we strive to deliver ongoing value to our clients over the long-term.”
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