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