Portfolio Adviser Wealth Manager Awards
2016, 2017, 2018
Winner of Four Portfolio Adviser Wealth Manager Awards
We are also delighted to have been recognised for our consistently well-performing portfolios, having been awarded Gold at the Portfolio Adviser Wealth Manager Awards in 2016 in the boutique and balanced category, winning Platinum and Gold in 2017 for the balanced and cautious categories respectively, and in 2018 winning Gold in the aggressive category.
“Now in their fourth year, the Portfolio Adviser Wealth Manager Awards have firmly established themselves as an important barometer of quality within the UK wealth management sector. To be chosen as a winner by a wholly independent panel of judges, all of whom have experience in outsourcing to and work with wealth managers, should be seen as a badge of honour,”
2016 Balanced, Boutique Firm – Gold
2017 Balanced, Boutique Firm – Platinum
2017 Cautious, Boutique Firm – Gold
2018 Aggressive, Boutique Firm – Gold
