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.
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
Financial Services Forum winners
Defaqto 2020 DFM Bespoke
Defaqto 2020 MPS on Platform
Defaqto 2020 DFM MPS Direct
Defaqto has specifically included the ESG Portfolio Service in this five star rating.
Defaqto ESG reviewed
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
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
Wealth Net - Top Financial Planning Companies 2018
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.
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.