Bordier UK is an award-winning specialist investment manager that provides investment management solutions to advisers and their clients in the UK. For over 40 years we have been committed to working closely with advisers to develop a comprehensive and flexible range of high-quality services to meet the demands of a modern adviser business. We are part of the Bordier Group, which is built on solid foundations with a strong Tier 1 capital ratio of 35.9%. Established in Geneva in 1844, the Bordier Group operates in six countries across three continents, managing assets of circa £15.2bn for approximately 4,400 families.

We’re one of the UK’s leading providers of specialist financial services solutions, completely focused on meeting the needs of people thinking about, approaching, or in retirement.
We have a strong social purpose - a beacon within financial services. We provide products and services that help our customers achieve a better later life and believe that financial intermediaries are best placed to help people with the choices they need to make to achieve this.
There’s now more choice than ever for clients who are approaching retirement or already retired. We recognise that as a financial intermediary, you are the architect of your clients’ retirement plans. As the expert, you’re able to consider alternatives and recommend a product mix that provides secure and flexible income to last a lifetime. As a retirement specialist provider, we'll support you with dependable, first-class service.

We are Legal & General Investment Management (LGIM), the asset management business of Legal & General Group. Our purpose is to create a better future through responsible investing. We strive to achieve this through a strong sense of partnership with our clients, working together to achieve positive long-term outcomes.
We draw on industry-leading expertise to innovate constantly across public and private assets, index and active strategies. And we are a responsible investor, rising to the challenges of a rapidly changing world. On behalf of savers, retirees and institutions worldwide, we manage £1.2 trillion in assets.*
* Source: LGIM internal data as at 30 June, 2023. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong (2018-2019 only). The AUM includes the value of securities and derivatives positions.

LV= are a protection, investment and retirement specialist and one of the UK’s leading life and pensions mutual insurers. We help our members and customers protect their income while they are working and maximise it when they stop. By doing this we enable people to live financially confident lives.
We put protecting income at the heart of our menu of personal protection solutions, making it easy for you to recommend us to your clients.
We work with a wide range of financial advisers and it’s through them that the majority of customers will buy our products and services. That’s why we’re here to offer you support, training, development and technical guidance to help you and your business thrive.

Octopus Investments, part of the Octopus Group, is an investment company investing in the people, ideas and industries that will change the world. We manage investments for retail and institutional investors, investing the £12.9* billion they have entrusted to us into the areas where we believe we can have the greatest impact.

Our retail investors and the financial advisers that support them, have many different goals, from supporting their families to lead better lives and effectively passing down wealth to protecting their money and directing it to places that need it. We provide a range of products that help them to achieve these aims, including Venture Capital Trusts, Enterprise Investment Schemes, Business Relief-qualifying investments, and listed UK small and medium-sized company funds.

We support our institutional investors to meet their investment mandates on behalf of their end investors, across five specialist asset classes: renewable energy, sustainable infrastructure, real estate, healthcare, and venture capital.

Octopus Real Estate and Octopus Ventures are part of Octopus Investments.

As one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, we have managed bespoke investment portfolios for individuals and families for generations. We are focused on helping your clients invest for a lifetime of opportunities and challenges.

How we can help you

We fundamentally believe in the value of financial advice and have developed our services and strategies alongside the financial advice community, in order to make it easier for you to deliver exceptional client outcomes.

With over 25 years’ experience working with financial advisers, we know that building a close relationship with you and understanding your client’s financial goals is key to successful investment management. Thousands of advisers are already benefitting from:
 a range of solutions to meet your clients' needs;
 a dedicated business development team to support you and your business;
 a well-resourced research team and a highly effective and robust investment process.

What we offer
We offer a range of services including our bespoke Discretionary Portfolio Service, our award-winning Managed Portfolio Service, our sustainable multi-asset Climate Assets Funds and our IHT solution, the AIM Strategy.