Our Investment Manager’s Awards
 |
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) |
 |
Defaqto 2024 5 Diamond rated |
 |
Defaqto 2024 5 Star rated |
 |
Moneyfacts Awards 2024 Finalist - Best Ethical DFM |
 |
Investment Week Sustainable Investment Awards 2024 Finalist - Best Sustainable Wealth Manager & Sustainable Investment Champion (Daniel Babington) |
 |
Professional Adviser Awards 2025 Finalist - Best Discretionary Fund Manager & Best ESG Solution |
 |
Citywire Top 100 2024 WINNER (James Penny) |
 |
Wealth Manager Top 100 2023
Finalist - Winner - James Penny
|
|
Moneyfacts Awards 2023
Commended - Best Ethical DFM | Finalist - Innovation Award
|
 |
Investment Week Sustainable Investment Awards 2023
Finalist - Best Sustainable Fund Selector (Daniel Babington)
|
|
PAM Awards 2023
Finalist - Innovation & Performance
|
 |
Defaqto 2023
Finalist - Gold Service - DFM
|
|
Defaqto 2023
Five Star Proposition - DFM MPS on Platform
|
 |
City of London Wealth Management Awards 2023
Finalist - Best Discretionary Wealth Manager and Best Charity Investment Service
|
|
Professional Adviser Awards 2023
Finalist - Best Discretionary Fund Manager
|
 |
Portfolio Adviser Wealth Partnership Awards 2022
Highly Commended - Rising Star Individual (Daniel Babington)
|
|
Citywire Top 100 2022
Winner - James Penny
|
 |
PAM Awards 2022
Finalist - Performance
|
|
Investment Week Sustainable Investment Awards 2022
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group
|
 |
Defaqto 2022
Five Star Service - DFM MPS on Platform
|
 |
Moneyfacts Awards 2022
Finalist - Best Ethical DFM
|
 |
City of London Wealth Management Awards 2022 Finalist - Best Discretionary Wealth Manager |
 |
Portfolio Adviser Wealth Partnership Awards 2021
Winner - Rising Star
|
 |
Moneyfacts Awards 2021
Finalist - Best Ethical DFM
|
 |
Defaqto 2021
Five Star Service - DFM MPS on Platform
|
 |
City of London Wealth Management Awards 2021 Finalist - Best Discretionary Wealth Manager |
 |
Portfolio Adviser Wealth Partnership Awards 2020
Highly Commended - Rising Star
|
 |
Moneyfacts Awards 2020
Finalist - Best Ethical DFM
|
 |
FT Financial Adviser Service Awards 2020
Finalist - Discretionary Investment Manager
|
 |
Defaqto 2020
Five Star Service - DFM MPS on Platform
|
 |
City of London Wealth Management Awards 2020 Finalist - Best Discretionary Wealth Manager |
 |
Professional Adviser Awards 2019 Highly Commended - 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 |
International Recognition
 |
Fintech Award 2023
Most innovative wealth
Management Firm - Africa
|
|
Worldwide Finance Awards
Winner 2022
|
 |
African Business Excellence Awards 2019 Most outstanding Investment Management Company-Eastern Africa
|
 |
Fintech Award 2017
|
 |
Fintech Award 2017
Most innovative wealth
Management Firm - Africa
|
 |
Fundmanager Elite 2016
Best Investment Management Services
|
