Our awards

We are proud to have been recognised for our investment services and the way in which we have delivered for our clients:

2022

  • Defaqto 5 Star Rating – DFM Bespoke
  • Defaqto 5 Star Rating – DFM MPS Direct
  • Defaqto 5 Star Rating – DFM MPS on Platform
  • Winner – Discretionary Fund Management (DFM) Offering, WealthBriefing European Awards
  • Winner – Specialist Investment Manager with assets under management over £5 billion, WealthBriefing European Awards
  • Winner – Best Private Client Investment Manager, Wealth Adviser Awards
  • Winner – Best Wealth Manager – Balanced Portfolio, Wealth Adviser Awards
  • Shortlisted – Best Discretionary Fund Manager, Professional Adviser Awards
  • Shortlisted – Asset Manager of the Year (up to €100bn AUM), The Asset Management Awards
  • Shortlisted – Discretionary Wealth Management, City of London Wealth Management Awards
  • Shortlisted – Wealth Management Company of the Year, City of London Wealth Management Awards

2021

  • Defaqto 5 Star Rating – DFM Bespoke
  • Defaqto 5 Star Rating – DFM MPS Direct
  • Defaqto 5 Star Rating – DFM MPS on Platform
  • Winner – Specialist Wealth Manager, WealthBriefing European Awards
  • Shortlisted – Small to Medium Wealth Management Firm of the Year, MoneyAge Awards
  • Shortlisted – Asset Manager of the Year (up to €100bn AUM), The Asset Management Awards
  • Shortlisted – Discretionary Wealth Management, City of London Wealth Management Awards
  • Shortlisted – Wealth Management Company of the Year, City of London Wealth Management Awards

2020

  • Defaqto 5 Star Rating – DFM Bespoke
  • Defaqto 5 Star Rating – DFM MPS Direct
  • Defaqto 5 Star Rating – DFM MPS on Platform
  • Winner – Best Specialist Wealth Manager, WealthBriefing European Awards
  • Shortlisted – Small to Medium Wealth Management Firm of the Year, MoneyAge Awards
  • Shortlisted – Asset Manager of the Year (up to €100bn AUM), The Asset Management Awards
  • Shortlisted – Asset Management Innovation of the Year, The Asset Management Awards
  • Shortlisted – Discretionary Wealth Management, City of London Wealth Management Awards
  • Shortlisted – Wealth Management Company of the Year, City of London Wealth Management Awards

2019

  • Defaqto 5 Star Rating – DFM Bespoke
  • Defaqto 5 Star Rating – DFM MPS Direct
  • Defaqto 5 Star Rating – DFM MPS on Platform
  • Winner – Wealth Management, Gold Standard Awards
  • Winner – Best Private Client Investment Manager, Wealth Adviser Awards
  • Winner – Specialist Wealth Manager, WealthBriefing European Awards
  • Winner – Best Bespoke HNWI Portfolio Management Service (UK), Wealth & Money Management Awards
  • Shortlisted – Discretionary Fund Management Group of the Year, Specialist Investment Awards
  • Shortlisted – Wealth Management Firm of the Year, MoneyAge Awards
  • Shortlisted – Discretionary Service, City of London Wealth Management Awards
  • Shortlisted – Wealth Management Company of the Year, City of London Wealth Management Awards
  • Shortlisted – Specialist Investment Manager, WealthBriefing European Awards

2018

  • Defaqto 5 Star Rating – DFM Bespoke
  • Defaqto 5 Star Rating – DFM MPS Direct
  • Defaqto 5 Star Rating – DFM MPS on Platform
  • Winner – Wealth Management, Gold Standard Awards
  • Winner – Wealth Manager of the Year, Global Investor Awards
  • Shortlisted – Discretionary Fund Management Group of the Year, Specialist Investment Awards
  • Shortlisted – Discretionary Service, City of London Wealth Management Awards
  • Shortlisted – Wealth Management Company of the Year, City of London Wealth Management Awards
  • Shortlisted – Private Client Asset Manager of the Year, Citywealth Magic Circle Awards
  • Shortlisted – Specialist Wealth Manager, WealthBriefing European Awards

2017

  • Defaqto 5 Star Rating – DFM Bespoke
  • Defaqto 5 Star Rating – DFM MPS Direct
  • Defaqto 5 Star Rating – DFM MPS on Platform
  • Winner – Discretionary Fund Management, Gold Standard Awards
  • Winner – Wealth Management, Gold Standard Awards
  • Winner – Best HNW Team, Wealth Adviser Awards
  • Winner – Best Wealth Manager – Cautious Portfolio, Wealth Adviser Awards
  • Shortlisted – Discretionary Fund Management Group of the Year, Specialist Investment Awards
  • Shortlisted – Discretionary Service, City of London Wealth Management Awards
  • Shortlisted – Wealth Management Company of the Year, City of London Wealth Management Awards
  • Shortlisted – Private Client Asset Manager of the Year – Boutique, Citywealth Magic Circle Awards
  • Shortlisted – Best DFM, Professional Adviser Awards
  • Shortlisted – Specialist Wealth Manager/Private Investment Manager, WealthBriefing European Awards

2016

  • Defaqto 5 Star Rating – Bespoke Discretionary Fund Management Services
  • Defaqto 5 Star Rating – MPS Discretionary Fund Management Services
  • Defaqto 5 Star Rating – MPS Platform
  • Winner – Wealth Management, Gold Standard Awards
  • Winner – Best Wealth Planning Team, Wealth Adviser Awards
  • Shortlisted – Discretionary Fund Management Group of the Year, Specialist Investment Awards
  • Shortlisted – Best DFM, Professional Adviser Awards
  • Shortlisted – Private Asset Manager of the Year – Boutique, Citywealth Magic Circle Awards
  • Shortlisted – Specialist Wealth Manager, WealthBriefing European Awards
  • Shortlisted – Wealth Management Company of the Year, City of London Wealth Management Awards

2015

  • Defaqto 5 Star Rating – Bespoke Discretionary Fund Management Services
  • Defaqto 5 Star Rating – MPS Discretionary Fund Management Services
  • Defaqto 5 Star Rating – MPS Platform
  • Winner – Wealth Management, Gold Standard Awards
  • Winner – Best Wealth Planning Team, Wealth Adviser Awards
  • Highly Commended – Discretionary Fund Management Group of the Year, Specialist Investment Awards
  • Shortlisted – Private Asset Manager of the Year – Boutique, Citywealth Magic Circle Awards
  • Shortlisted – Best Wealth Management Firm, Money Marketing Financial Services Awards
  • Shortlisted – Specialist Wealth Manager, WealthBriefing European Awards
  • Shortlisted – Wealth Management Company of the Year, City of London Wealth Management Awards

2014

  • Defaqto 5 Star Rating – Bespoke Discretionary Fund Management Services
  • Defaqto 5 Star Rating – MPS Discretionary Fund Management Services
  • Defaqto 5 Star Rating – MPS Platform
  • Winner – Discretionary Portfolio Management, Gold Standard Awards
  • Winner – Wealth Management, Gold Standard Awards
  • Winner – Best for Strategic Asset Allocation, Wealth & Money Management Awards
  • Winner – Best Wealth Management Firm, Money Marketing Financial Services Awards
  • Winner – Best Innovation, Portfolio Adviser Wealth Management Awards
  • Shortlisted – Proposition Development (DFM/WM), Investment Marketing and Innovation Awards
  • Shortlisted – Private Client Asset Manager, Citywealth Magic Circle Awards
  • Shortlisted – Wealth Management Company of the Year, City of London Wealth Management Awards
  • Shortlisted – Specialist Wealth Manager, WealthBriefing European Awards
  • Shortlisted – Private Investment Manager, WealthBriefing European Awards

2013

  • Defaqto 5 Star Rating – Bespoke Discretionary Fund Management Services
  • Defaqto 5 Star Rating – MPS Discretionary Fund Management Services
  • Winner – Best Innovation, Portfolio Adviser Wealth Management Awards
  • Shortlisted – Boutique Wealth Management Firm of the Year, Spear’s Wealth Management Awards
  • Shortlisted – Asset Management Firm of the Year for HNWs, Spear’s Wealth Management Awards
  • Shortlisted – Wealth Management Innovator of the Year, Spear’s Wealth Management Awards
  • Shortlisted – Wealth Management Company of the Year, City of London Wealth Management Awards
  • Shortlisted – Private Client Asset Manager, Boutique Category, Citywealth Magic Circle Awards
  • Shortlisted – Discretionary Service, City of London Wealth Management Awards
  • Shortlisted – Client Service Quality High Net Worth, Private Asset Managers (PAM) Awards
  • Shortlisted – Quality & Clarity of Reporting, Private Asset Managers (PAM) Awards
  • Shortlisted – Specialist Wealth Manager, WealthBriefing European Awards
  • Shortlisted – Private Investment Manager, WealthBriefing European Awards
  • Highly Commended – Wealth Management Leading Individual, WealthBriefing European Awards

2012

  • Defaqto 5 Star Rating – Bespoke Discretionary Fund Management Services
  • Defaqto 5 Star Rating – MPS Discretionary Fund Management Services
  • Nominated – Boutique Wealth Management Firm of the Year, Spear’s Wealth Management Awards
  • Nominated – Private Client Asset Managers, Citywealth Magic Circle Awards
  • Shortlisted – Client Service Quality High Net Worth, Private Asset Managers (PAM) Awards
  • Shortlisted – Quality & Clarity of Reporting, Private Asset Managers (PAM) Awards

2011

  • Winner – Boutique Wealth Management Firm of the Year, Spear’s Wealth Management Awards
  • Winner – Quality & Clarity of Reporting, Private Asset Managers (PAM) Awards
  • Shortlisted – Defensive Portfolios, Private Asset Managers (PAM) Awards