Our awards

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

2024

Defaqto 5 Star Rating – DFM Bespoke
Defaqto 5 Star Rating – DFM MPS Direct
Defaqto 5 Star Rating – DFM MPS on Platform
Winner – Small to Medium Wealth Management Firm of the Year, MoneyAge Awards
Winner – Specialist Wealth Manager with AUM over £5 billion, WealthBriefing European Awards
Winner – Discretionary Fund Management (DFM) Offering, WealthBriefing European Awards
Winner – Asset Manager of the Year (up to €100bn AUM), Wealth & Asset Management Awards
Shortlisted – Best Model Portfolio Service, Professional Adviser Awards

2023

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 with AUM over £5 billion, WealthBriefing European Awards
Winner – Discretionary Fund Management (DFM) Offering, WealthBriefing European Awards
Highly Commended – Asset Manager of the Year (up to €100bn AUM), Wealth & Asset Management Awards
Shortlisted – Best Discretionary Fund Manager, Professional Adviser Awards
Shortlisted – Innovation of the Year, Wealth & Asset Management Awards
Shortlisted – Best Discretionary Wealth Manager, City of London Wealth Management Awards
Shortlisted – Wealth Management Company of the Year, City of London Wealth Management Awards
Shortlisted – Best Cautious Portfolio, Citywire Wealth Manager Investment Performance Awards
Shortlisted – Client Services Team of the Year, Portfolio Adviser Wealth Partnership Awards
Shortlisted – Fund Selection Team of the Year, Portfolio Adviser Wealth Partnership Awards

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 AUM over £5 billion, WealthBriefing European Awards
Winner – Client Services Team of the Year (Wealth Management), Portfolio Adviser Wealth Partnership 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 – Fund Selection Team of the Year (Wealth Management), Portfolio Adviser Wealth Partnership Awards
Shortlisted – Proposition Development (overall), Investment Marketing and Innovation 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

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