Our Awards
2012 City of London Wealth Management Awards Discretionary Manager of the Year, Shortlisted
2012 Top 40 Under 40 Rising Stars Private Wealth Management - Luca Serino PAM Awards
2011 Boutique Asset Manager of the Year, Runner-Up
2011 FN 40 Under 40: A new breed of asset managers - Luca Serino
STEP Private Client Awards Investment Team of the Year 2011, Shortlisted
2011 Finalist Client Service Quality - High Net Worth PAM Awards
2011 Leaders List, Recommended
2010 Tomorrow Club Emerging Manager of the Year Award
2010 Rising Star if the Year, shortlisted - Edward Allen
2010 Top 40 Rising Stars Under 40 - Edward Allen and Luca Serino
2010 Top 40 Under 40 Rising Stars Private Wealth Management - Edward Allen PAM Awards
2010 Boutique Wealth Management Firm of the Year, Runner-up
2010 Asset Management Firm of the Year for High Net Worth Individuals, Runner-up
2010 Top HNW Wealth Management Index
2009 Wealth Manager of the Year Award, Runner-up
2009 Outstanding Individual of the Year Award - Charles MacKinnon
2009 Boutique Asset Manager of the Year
2009 List of 40 Rising Stars in European Wealth Management - Edward Allen
2008 New Breed Adviser Best Investment Adviser Award - Edward Allen
Winner Best Performing Defensive Portfolios PAM Awards 2008
Shortlisted Best Performing Balanced Portfolios PAM Awards 2008
2008 Asset Management Firm of the year for High Net Worth Individuals