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This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

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Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

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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 2023 DFM Gold Service

Defaqto 2023 DFM Bespoke

Defaqto 2023 DFM MPS Direct

Defaqto 2023 DFM MPS on Platform

COLWMA Best Approach to ESG Investment 2022

COLWMA 2022.jpg

Defaqto 2022 ESG Reviewed

Defaqto ESG Review Badge

Defaqto has specifically included the ESG Portfolio Service in this five star rating.

Defaqto 2022 DFM Bespoke

Defaqto 2022 DFM MPS Direct

Defaqto 2022 DFM MPS on Platform

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

Defaqto 2021 DFM Bespoke 

Defaqto 2021 DFM MPS Direct

Defaqto 2021 MPS on Platform

WEBSITE USE DFM-MPS-on-Platform-Rating-Category-and-Year-5-Colour-RGB.jpg

Financial Services Forum winners

Defaqto 2020 DFM Bespoke 

Defaqto 2020 MPS on Platform

Defaqto 2020 DFM MPS Direct


How can we help?

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

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.