We’re not here to win awards, but we’re grateful when we do. We’re proud to have been recognised by our industry, our community and our peers.
Wealth for good awards 2025 winner: Impact Investment Performance (UK)
Sunday Times Best Places to Work 2025: Small organisation
PAM: NextGen Leaders 2025
PAM: 50 most influential 2025
Environmental Finance IMPACT Awards 2024 winner: Wealth manager of the year
Investment Week’s Sustainable Investment Awards 2024 winner: Best Sustainable Investment Wealth Manager/DFM Group
PAM Awards 2024 winner: Challenger Award
Escape 100 2023 winner: Top purpose-led organisations to work at
Investment Week’s Sustainable Investment Awards 2023 winner: Best Sustainable Multi-Asset Fund – Snowball
Wealth for good awards 2023 winner: Best ESG portfolio (Performance) (UK)
Wealth for good awards 2023 winner: Best ESG portfolio (Methodology) (UK)
Wealth Briefing Awards 2023 Winner: Most Innovative Wealth Management Model
B Corp Best for the World 2022: Customers
Edie sustainability leaders awards 2022 winner: ESG Investor of the Year
Investment Week’s Sustainable Investment Awards 2022 winner: Best Sustainable Investment Wealth Manager/DFM Group
Wealth for good awards 2022 winner: Best ESG portfolio (Performance) (UK)
Wealth for good awards 2022 winner: Best impact offering – UK
Wealth Briefing Awards 2021 Winner: Specialist investment manager with assets under management up to £2bn
B Corp Best for the World 2021: Customers
PAM: 50 most influential 2021
Wealth Briefing Awards 2020 Winner: Corporate social responsibility / diversity
Wealth Briefing Awards 2020 Winner: Most innovative wealth management model
Investment Week’s Sustainable & ESG Investment Awards 2020 winner: Best Sustainable & ESG Wealth Manager/DFM Group
B Corp Best for the World 2019: Overall (Honouree)
B Corp Best for the World 2019: Community (Honouree)
B Corp Best for the World 2019: Customers (Honouree)
Wealth Briefing Awards 2019 Winner: Corporate social responsibility / diversity
Wealth Briefing Awards 2019 Winner: Most promising new entrant/offering
Individuals & Families
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Private markets investments are speculative and involve a high degree of risk and those participating investors risk losing all of the capital they invest. Investments in private equity are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-10 years) should not invest. Prospective investors should carefully consider the risk warnings and disclosures before making an investment.
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Information
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