Nugenis Financial Planning has awarded a £200m advisory mandate to the British arm of Bordier Group in a bid to boost its operations.
The Cardiff-based adviser, part of Independent Wealth Planners, will use the alliance with Bordier UK to manage its individual, company and trustee clients in both Wales and England. Under the terms of the mandate, Bordier UK will sit on the firm's investment committee and advise it on risk management as well as on asset allocation across a range of strategies. Nugenis Financial Planning chief executive (CEO) Gareth Tregidon said the mandate had "considerably enhanced" the firm's in-house investment capability. "It is a strong foundation for the future, and we look forward to build...
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