About Us >> Awards & Accolades
Recent comments and awards demonstrating external recognition of our process and results are detailed below.
FT & Investors Chronicle Wealth Management Award 2008
- Shortlisted for Best Investment Manager
- Shortlisted for Best Charity Manager
- Shortlisted for Best Cautious Fund Manager
Private Asset Managers (PAM) Awards 2008
Shortlisted in the Investment Performance: Absolute Return Category
Investors Chronicle Awards 2007
- Best Advisory Stockbroker – Customer Service
- Best Advisory Stockbroker – Cost
Daily Telegraph Wealth Management Awards 2007
Winner Best Discretionary Service
Financial News Awards for Excellence in Hedge Fund Operations 2007
Short-listed for Best Product Development for the Absolute Return Plus Fund, a constituent fund of many of our multi-manager portfolios.
8th Annual Charity Times Awards 2007
Short-listed for Professional Services category.
Standard & Poor’s AA Rating
‘A clear, detailed and pragmatic investment approach is pursued by this experienced team that will not compromise its approach…Good fund selection has also been supported by timely successful shifts in asset allocation and favoured themes as well as the style bias of funds included in the portfolio’
ARC (Asset Risk Consultants) Rating - 4 Diamond Ratings (Highest Attainable)
“Risk adjusted investment performance relative to the benchmark has significantly exceeded reasonable expectation. The manager has added tangible value through the investment process”
- Sterling Cash Plus Model Portfolio – 3 Diamonds
- US Dollar Cash Plus Model Portfolio – 4 Diamonds
Standard & Poor’s Offshore Fund Awards 2005
Winner of the Standard & Poor’s Offshore Fund Awards 2005 (over 3 Years) for Collins Stewart International Balanced Fund (Sterling)
Investors Chronicle Awards 2006
- Best Portfolio Manager
- Best Stockbroker – Customer Service
Investors Chronicle Awards 2005
- Best Portfolio Manager
- Best Stockbroker – Customer Service
- Best Stockbroker – Security & Administration
Private Asset Managers (PAM) Awards 2005
Shortlisted in the Investment Performance: Balanced Portfolios Category
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