The service helps wealth managers comply with the need for more investor protection and transparency as demanded by rules such as the new MiFID II rules from the European Union.

Bordier UK is partnering with Dynamic Planner, a provider of digital risk profiling and financial planning services.

The agreement covers the Bordier UK Risk Targeted (RT) Managed Service model portfolios. The suite of five Dynamic Planner specific investment strategies (RT 3-7) is now available direct through Bordier UK with platform availability to be announced shortly. It offers clients a range of investment solutions whilst being monitored within agreed risk limits.

“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,” Chris Fleming, financial analytics director at Dynamic Planner, said.

The Dynamic Planner service provides an independent quarterly review to ensure portfolios keep inside the expected target volatility range for the respective Dynamic Planner risk profile. Such a service helps wealth managers comply with the need for more investor protection and transparency as demanded by rules such as the new MiFID II rules from the European Union.