Award winning credibility Leverage Bordier UK's multiple industry awards and recognition (Asset Manager of the Year under £10bn AUM, WealthBriefing European Awards) to open conversations around benchmark-quality service, bespoke reporting, and potential partnerships with advisory networks seeking proven managers.
Platform MPS heritage Highlight Bordier Group's long-standing Platform MPS and model strategy offerings launched in 2011 as a differentiator for advisers and clients, suggesting opportunities to expand adoption, white-labeling, or joint service models with platforms and IFAs seeking stable, documented performance.
Head of research impact With the appointment of a new head of fund research, position Bordier UK as investing in rigorous fund selection and due diligence capabilities, presenting a sales angle to institutional or sophisticated private clients seeking enhanced research and ESG or thematic exposure.
Tech enabled approach Point to the tech stack and digital infrastructure (WordPress, GSAP, Clarity analytics, robust email security) as a foundation for scalable client reporting and onboarding, offering potential to upsell advanced reporting portals, client dashboards, or security-compliant communications for larger clients.
UK growth potential As a relatively smaller UK wealth manager with strong award exposure and recent leadership hires, target high-net-worth individuals, family offices, charities and professional advisers who favor boutique providers with a proven track record, offering collaborative opportunities, co-branded marketing, and referral partnerships.