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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Our awards and accolades

We work hard to offer our clients and professional partners excellent service throughout our relationships with them, and our greatest accolade is their thanks, or when they recommend us to their friends, colleagues, clients or relations.

What our clients say about CGWM

Read more about what our clients say about us

Download our latest client survey

Industry recognition

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 5 star ratings for DFM Bespoke, DFM MPS Direct and DFM MPS on Platform

Defaqto is a financial information and technology company that provides ratings and analysis of financial products and services. Its discretionary fund manager (DFM) ratings provide clients with an independent evaluation of different DFMs in the market. These ratings are based on a variety of factors, such as the DFM's investment approach, performance track record, cost structure, client service, and risk management capabilities. By assessing these factors, Defaqto aims to help clients make more informed decisions when selecting a DFM that aligns with their objectives.

This is the twelfth year in a row that we have achieved 5 Star Ratings for our bespoke service and our direct managed portfolio service (MPS), and the ninth year running for our MPS on Platform service (including ratings achieved by Psigma Investment Management).

These ratings outline our services as some of the highest quality offerings on the market. We are proud that the high quality and comprehensive propositions that we offer our clients have been recognised by Defaqto.

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Defaqto Gold Service Award 2024

We are delighted to have received a Defaqto Gold Service Rating for 2024 in recognition of the excellent service level we provide to financial advisers.

This recognition comes from the results of Defaqto’s most recent DFM Satisfaction Study, which measures how satisfied advisers are with their current DFM providers and their performance in key service areas, In the 2024 study, CGWM was listed as a top-three DFM provider across seven of the key service categories.

CGWM is one of only eight DFMs to achieve three 5 Star Ratings and a Gold Service rating for 2024.

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Working with financial advisers

If you are a financial adviser, find out how we can work with you as a DFM to build your clients’ wealth with confidence.

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COLWMA Bita Risk Award for Best ESG Investment Strategy 2023

We were delighted to win the Bita Risk Award for Best ESG (environment, social and governance) Investment Strategy at the recent City of London Wealth Management Awards. This award, chosen by vote, ascertains the strength of our ESG proposition, and the strategy behind our forward-thinking approach.

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Defaqto 2022 ESG Reviewed

Defaqto has also reviewed our ESG Portfolio Service. To achieve this accreditation, our ESG portfolio service was examined by Defaqto, who examined our ESG policy, our alignment to the policy, our adherence to the United Nations Sustainable Development Goals (UN SDGs) and more. These reviews are widely considered an invaluable resource to assist financial advisers in assessing ESG managed portfolio services, and act as a quality hallmark.

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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.

UK
+44 20 7523 4500

Guernsey
+44 1481 733900

Isle of Man
+44 1624 690100

Jersey
+44 1534 708090

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.