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 dfm bespoke 2017 defaqto dfm mps direct 2017 defaqto dfm bespoke 2016 defaqto dfm bespoke 2016

ARC 3D award

We also won the ARC 3D award in 2016 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