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Finalist - Innovation & Performance
PAM Awards 2023
Finalist - Innovation & Performance
Gold Service - DFM
Defaqto 2023
Gold Service - DFM
Five Star Proposition - DFM MPS on Platform
Defaqto 2023
Five Star Proposition - DFM MPS on Platform
Finalist - Best Discretionary Wealth Manager and Best Charity Investment Service
City of London Wealth Management Awards 2023
Finalist - Best Discretionary Wealth Manager and Best Charity Investment Service
Finalist - Best Discretionary Fund Manager
Professional Adviser Awards 2023
Finalist - Best Discretionary Fund Manager
Highly Commended - Rising Star Individual (Daniel Babington)
Portfolio Adviser Wealth Partnership Awards 2022
Highly Commended - Rising Star Individual (Daniel Babington)
Finalist (James Penny)
Citywire Top 100 2022
Finalist (James Penny)
Finalist - Performance
PAM Awards 2022
Finalist - Performance
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group
Investment Week Sustainable Investment Awards 2022
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group
Five Star Proposition - DFM MPS on Platform
Defaqto 2022
Five Star Proposition - DFM MPS on Platform
Finalist - Best Ethical DFM
Moneyfacts Awards 2022
Finalist - Best Ethical DFM
Finalist - Best Discretionary Wealth Manager
City of London Wealth Management Awards 2022
Finalist - Best Discretionary Wealth Manager
Winner - Rising Star Business
Portfolio Adviser Wealth Partnership Awards 2021
Winner - Rising Star Business
Finalist - Best Ethical DFM
Moneyfacts Awards 2020
Finalist - Best Ethical DFM
Finalist - Discretionary Investment Manager
FT Financial Adviser Service Awards 2020
Finalist - Discretionary Investment Manager
Five Star Proposition - DFM MPS on Platform
Defaqto 2020
Five Star Proposition - DFM MPS on Platform
Finalist - Best Discretionary Wealth Manager
City of London Wealth Management Awards 2020
Finalist - Best Discretionary Wealth Manager
Highly Commended - Best DFM & Best MPS
Professional Adviser Awards 2019
Highly Commended - Best DFM & Best MPS
Commended - Best Ethical DFM
Moneyfacts Awards 2019
Commended - Best Ethical DFM
Winner - Best Discretionary Wealth Manager
City of London Wealth Management Awards 2019
Winner - Best Discretionary Wealth Manager
Finalist - Best Ethical DFM
Moneyfacts Awards 2018
Finalist - Best Ethical DFM
Winner - Best New Entrant
Investment Week Sustainable Investment Awards 2017
Winner - Best New Entrant
Winner - Best Investment Management Services
Wealth & Finance International 2016
Winner - Best Investment Management Services
Finalist - Best in Innovation
Investment Week Sustainable Investment Awards 2015
Finalist - Best in Innovation
Finalist - Best in Innovation
Investment Week Sustainable Investment Awards 2014
Finalist - Best in Innovation
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