Professional Adviser Awards 2025
Finalist - Best Discretionary Fund Manager & Best ESG Solution
Citywire Top 100 2024
WINNER (James Penny)
Moneyfacts Awards 2024
Finalist - Best Ethical DFM
Investment Week Sustainable Investment Awards 2024
Finalist - Best Sustainable Wealth Manager & Sustainable Investment Champion (Daniel Babington)
Defaqto 2024
5 Diamond rated
Defaqto 2024
5 Star rated
City of London Wealth Management Awards 2024
Finalist - Best Discretionary Wealth Management & Best ESG Investment Strategy
Citywire Top 30 Under 30 2024
WINNER (Daniel Babington)
Professional Adviser Awards 2023
Finalist - Best Discretionary Fund Manager
PAM Awards 2023
Finalist - Innovation & Performance
Moneyfacts Awards 2023
COMMENDED - Best Ethical DFM | Finalist - Innovation Award
Investment Week Sustainable Investment Awards 2023
Finalist - Best Sustainable Fund Selector (Daniel Babington)
Defaqto 2023
Gold Service - DFM
Defaqto 2023
Five Star Proposition - DFM MPS on Platform
City of London Wealth Management Awards 2023
Finalist - Best Discretionary Wealth Manager & Best Charity Investment Service
Citywire Top 100 2023
WINNER (James Penny)
Portfolio Adviser Wealth Partnership Awards 2022
HIGHLY COMMENDED - Rising Star Individual (Daniel Babington)
PAM Awards 2022
Finalist - Performance
Moneyfacts Awards 2022
Finalist - Best Ethical DFM
Investment Week Sustainable Investment Awards 2022
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group
Defaqto 2022
Five Star Proposition - DFM MPS on Platform
City of London Wealth Management Awards 2022
Finalist - Best Discretionary Wealth Manager
Citywire Top 100 2022
WINNER (James Penny)
Portfolio Adviser Wealth Partnership Awards 2021
WINNER - Rising Star Business
Moneyfacts Awards 2020
Finalist - Best Ethical DFM
FT Financial Adviser Service Awards 2020
Finalist - Discretionary Investment Manager
Defaqto 2020
Five Star Proposition - DFM MPS on Platform
City of London Wealth Management Awards 2020
Finalist - Best Discretionary Wealth Manager
Professional Adviser Awards 2019
WINNER - Best DFM & Best MPS
Moneyfacts Awards 2019
COMMENDED - Best Ethical DFM
City of London Wealth Management Awards 2019
WINNER - Best Discretionary Wealth Manager
Moneyfacts Awards 2018
Finalist - Best Ethical DFM
Investment Week Sustainable Investment Awards 2017
WINNER - Best New Entrant
Wealth & Finance International 2016
WINNER - Best Investment Management Services
Investment Week Sustainable Investment Awards 2015
Finalist - Best in Innovation
Investment Week Sustainable Investment Awards 2014
Finalist - Best in Innovation
