Awards & Accolades

  • Best Advisory Service - 2015 Winner 
  • Wealth Management Company of the Year – 2014 Winner
  • Best Advisory Service - 2013 Winner
  • Best Wealth Manager - 2013 shortlisted
  • Isle of Man Investment Management Company of the Year – Winner 2014, 2015 & 2016
  • Channel Islands Investment Management Company of the Year – Winner 2016
  • Defaqto 5 Star Rating - DFM (Managed Portfolio) 2016
  • Defaqto 5 Star Rating - DFM (GPS OP) 2016
  • Defaqto 5 Star Rating - DFM (Managed Portfolio) 2015
  • Defaqto 5 Star Rating - DFM (GPS OP) 2015
  • Specialist Wealth Manager – 2014 Winner
  • Best M&A Deal - 2013 Winner
  • Best Specialist Wealth Manager - 2013 shortlisted
  • Best Wealth Manager - Finalist 2013
  • Best Discretionary Adviser - 2012 Winner
  • Best Discretionary Adviser - 2010 Winner
  • Finalist Investment Product or Service Innovation 2012
  • Best Investment Performance: Absolute Return - Shortlisted
  • Proposition Development – 2014 Finalist
  • Deal Maker of the Year - Winner (acquisition of Eden Financial Ltd.)
  • Asset Manager of the Year for High Net Worths - Winner
  • Best Stockbroker for Bonds - Winner
  • Best Advisory Stockbroker - Shortlisted
  • Best Broker for International Sharedealing - Shortlisted
  • Best for Customer Service - Shortlisted
  • Best Discretionary Service - 2011 Winner
  • Best Discretionary Service - 2010 Winner
  • Advisory Stockbroker of the Year - Winner
  • Discretionary Portfolio Management - 2013 Winner
  • Discretionary Portfolio Management - 2012 Winner
  • Best Wealth Manager - 2015 Winner
  • Best Wealth Manager - 2014 Winner
  • Best Advisory Stockbroker - 2011 Winner