AWARD-WINNING
SERVICE

Our reputation as a respected firm of investment managers is founded on high standards of personal service and our drive to build and preserve the wealth of our clients.

Defaqto 5* rating

Defaqto has recognised the quality of our service by awarding us the maximum 5* Rating for both our Discretionary and Managed Portfolio Services since inception, in each of the last six years.

Defaqto 5 star rating 2020 - DFM Bespoke Defaqto 5 star rating 2020 - DFM MPS Direct Defaqto 5 star rating 2020 - DFM MPS on Platform Defaqto 2020 Gold rating for DFM service

ARC 3D award

We also won the ARC 3D award in 2020 for demonstrating a superior commitment to the principles of transparency, engagement and integrity.

Arc 3D Awards
Our other awards include:
  • Winner, ‘Best International Clients Team’ – Wealth Advisor Awards 2018
  • Winner, ‘Best Marketing Campaign for the 2018 Adviser Roadshow’ – Wealth Advisor Awards 2018
  • Winner, Best Field Based Business Development Managers (DFM Providers) – BWD Quality Census 2017
  • Winner, Discretionary Fund Management ‘Gold Standard Awards’ – Gold Standard Awards 2017
  • 5* rating, Investment Provider – FT Adviser Online Innovation and Service Awards 2017

We would like to meet with you

Why not contact us and meet with our award winning regional development management team.

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Award-winning Investment Director

Winner of Wealth Manager of the Year– City of London Wealth Management Awards 2017

Gold Rating, Diary of a Fund Manager – Portfolio Adviser Wealth Manager Awards 2017

Winner, Outstanding Achievement – City of London Wealth Management Awards 2016