Our awards

We know how difficult it is for you to judge whether we are good at our job. Fortunately, some of the judging work has been done for you, and we are proud to present some of our recent awards and accolades.

2020

  • Defaqto 5 Star Rating – DFM Bespoke
  • Defaqto 5 Star Rating – DFM MPS Direct
  • Defaqto 5 Star Rating – DFM MPS on Platform
  • 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, Money Age 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