Industry Awards

STEP - Private Clients Awards
  • STEP - Private Clients Awards - 2017
  • FINALIST - Investment Team of the Year
Women in Investment Awards
  • Women in Investment Awards - 2017
  • WINNER Fund Manager of the Year 2017 - Katrina Norris
Citywealth Magic Circle Awards
  • Citywealth Magic Circle Awards - 2016
  • WINNER Private Client Asset Manager of the Year - Boutique
PAM Award
  • PAM Award - 2016
  • FINALIST - Investment Performance - Defensive Portfolios
STEP Private Client Awards
  • STEP Private Client Awards - 2016
  • FINALIST - Investment Team of the Year
WealthBriefing European Award
  • WealthBriefing European Award - 2016
  • Rising Star - James Mee WINNER
PAM Award
  • PAM Award - 2015
  • WINNER Image and Reputation - High Net Worth
Citywealth Magic Circle Awards
  • Citywealth Magic Circle Awards - 2014
  • Private Client Asset Manager (Non-Institutional) of the Year (shortlisted)
Citywealth Awards
  • Citywealth Awards - 2013
  • Citywealth Boutique Private Client Asset Manager of the Year 2013 (Runner up)
Spear's Wealth Management Awards
  • Spear's Wealth Management Awards - 2013
  • Asset Management Firm of the Year 2013 for High Net Worths (Shortlisted)
Financial Times and Investors Chronicle Wealth Management Awards
  • Financial Times and Investors Chronicle Wealth Management Awards - 2012
  • Best Growth Wealth Manager 2012 (Winner)
Citywealth Awards
  • Citywealth Awards - 2011
  • Citywealth Investment Management Company of the Year 2011 (Shortlisted)
Citywire Wealth Manager Award
  • Citywire Wealth Manager Award - 2011
  • Best Cautious Portfolio 2011 (Shortlisted)
Financial Times and Investors Chronicle Wealth Management Awards
  • Financial Times and Investors Chronicle Wealth Management Awards - 2011
  • Best Cautious Wealth Manager 2011 (Winner)
Private Asset Manager Awards
  • Private Asset Manager Awards - 2011
  • Investment Performance Defensive 2011 (Shortlisted)
Spear's Wealth Management Awards
  • Spear's Wealth Management Awards - 2011
  • Asset Management Firm (UHNW) of the year 2011 (Shortlisted)
Spear's Wealth Management Awards
  • Spear's Wealth Management Awards - 2010
  • Asset Management Firm of the Year 2009/10 for Ultra High Net Worths (Winner)