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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

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.

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