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 2019 DFM Bespoke
Defaqto 2019 MPS on Platform
Defaqto 2019 DFM MPS Direct
Defaqto 2018 DFM Bespoke
Defaqto 2018 MPS on Platform
Defaqto 2018 DFM MPS Direct
Defaqto 2017 DFM Bespoke
Defaqto 2017 MPS on Platform
Defaqto 2017 DFM MPS Direct
We are very proud to have won the Investment Manager of the Year IFC Award for five consecutive years. It recognises our commitment to delivering the best service to our clients.
IFC Awards - Investment Manager of the Year - Isle of Man - Winner 2018
IFC Awards – Investment Manager of the Year - Isle of Man - Winner 2017
IFC Awards – Investment Manager of the Year – Channel Islands - Winner 2016
IFC Awards – Investment Manager of the Year – Channel Islands - Winner 2015
Wealth Net - Top Financial Planning Companies 2018
IFC Awards – Investment Manager of the Year - Isle of Man - Winner 2014
City of London Wealth Management Awards - Best Advisory Service - Winner 2015
City of London Wealth Management Awards - Company of the Year - Winner 2014
WealthBriefing Awards - Specialist Wealth Manager - Winner 2014
Gold Standard Awards - Discretionary Portfolio Management - Winner 2013
Shares Awards - Best wealth manager – shortlisted 2018
Shares Awards - Best Wealth Manager - Winner 2015
Shares Awards - Best Wealth Manager - Winner 2014
Document downloads
Here you'll find documents and forms related to our Managed Portfolio Service.
Managed Portfolio Service documentsHow can we help?
If you would like to know how we can help with your investment, wealth management or financial planning 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.