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This section provides details of our Financial and Investment Awards.

Financial and Investment Awards

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CityWire ADVISOR CHOICE AWARDS 2021

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  • Advisor Choice Awards: Recognisng the wealth management brands advisers most respect up and down the UK. The awards celebrate the wealth management offices giving great service to IFAs across the country. 

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SME News Awards 2023

 

  • Managing Director of the Year awards 2023 -Investment Management Pioneer of the Year 2023: Tomiko Evans

  • Welsh Enterprise Awards – Most Innovative Investment Management Company 

 

SME News Awards 2022

  • Most Innovative Discretionary Investment Management Solutions - UK

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SME Finance Awards 

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  • Best ESG Investment Management Firm - Wales 2021

  • Excellence in Multi-Asset Portfolio Management 2020

  • Best Discretionary Investment Management Solutions - Wales 2020

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Press Coverage

ISA Recommendations by the Association of Investment Companies

 The AIC 20 February 2024

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Investment Trusts recommended for each stage of life 

ProactiveInvestors 20 February 2024

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Swansea investment management firm scoops coveted award

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News from Wales 21 September 2021

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Five funds every retired investor should buy

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The Telegraph 09 July 2021

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Four funds every 50-year-old should buy

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The Telegraph 02 July 2021

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Five best funds every investor under 40 should buy

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The Telegraph 25 June 2021

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“Fundamental structural barriers” distort model portfolio investment selection, finds lang cat paper for AIC

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The AIC 02 November 2020

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Worldwide Finance Awards 2022 by Acquisition International 

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  • Most Innovative Investment Management Firm - Wales 

  • Best In-House Capital Market Analysis Specialist (UK) - Tomiko Evans 

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Wealth & Finance International, Ethical Finance Awards 2022

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  • Best ESG Investment Management Firm - UK 

The Association of Investment Companies (AIC)

 

Wealth managers Ben Conway - Hawksmoor Fund Managers, Tomiko Evans - Crossing Point Investment Management, and Saftar Sarwar - Binary Capital Investment Management, explain the benefits of investment companies.

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