Our
awards

Our awards and accolades

We work hard to offer our clients and intermediaries excellent service throughout our relationship, and our greatest accolade is their thanks, or when they recommend us to their friends, colleagues, clients or relations.

However, we're also very proud when our clients and industry peers recognise our achievements with awards and high ratings. These are some of the most recent.

Defaqto 2017 DFM Bespoke

Defaqto 2017 5 star DFM bespoke

Defaqto 2017 MPS on Platform

Defaqto 2017 5 star DFM MPS on platform

Defaqto 2017 DFM MPS Direct

Defaqto 2017 5 star DFM MPS Direct

IFC Awards – Investment Manager of the Year - Winner Isle of Man - Winner 2017

IFC 2017 Isle of Man winner

IFC Awards – Investment Manager of the Year – Channel Islands - Winner 2016

IFC 2016 Channel Islands winner

City of London Wealth Management Awards - Best Advisory Service - Winner 2015

COLWMA best advisory service 2015

City of London Wealth Management Awards - Company of the Year - Winner 2014

COLWMA wealth management company of the year 2014

WealthBriefing Awards - Specialist Wealth Manager - Winner 2014

WealthBriefing Awards 2014 specialist wealth manager

Gold Standard Awards - Discretionary Portfolio Management - Winner 2013

Gold Standard Awards 2013 winner

Shares Awards - Best Wealth Manager - Winner 2015

Shares Awards 2015 best wealth manager

Shares Awards - Best Wealth Manager - Winner 2014

Shares Awards 2014 best wealth manager

How can we help?

If you would like to know how we can help with your investment and wealth management needs, get in touch. We will be delighted to provide more details of our services.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.