Awards and ratings

We aim to deliver a first class service for all with whom we work and we are delighted that our success has been recognised by a number of high quality ratings and awards.

Collage illustration
Defaqto rating
2024

5 Diamond Rating for Multi-Manager Return Focused

- SVS Blueprint Brooks Macdonald Defensive Income Fund
- SVS Blueprint Brooks Macdonald Cautious Growth Fund
- SVS Blueprint Brooks Macdonald Balanced Fund
- SVS Blueprint Brooks Macdonald Strategic Growth Fund

 

Defaqto rating
2024

5 Diamond Rating for Risk Targeted Fund Family

- SVS Cornelian Risk Managed Funds
- SVS Cornelian Risk Managed Passive Funds

combined-logos
2024

5 Stars for proposition

- Bespoke Portfolio Service
- Managed Portfolio Service 
- Platform Managed Portfolio Service

Defaqto rating
2024

Gold for Discretionary Fund Management Service

2023

Podcast/Audio Campaign of the Year, UK Content Awards, The She-Wolf Investor Podcast by Female Folio

Female Folio by Brooks Macdonald won 'Podcast / Audio Campaign of the Year' at the UK Content Awards 2023 for 'The She-Wolf Investor Podcast'.

Female Folio was set-up to help women who want to own their investment story and The She-Wolf Investor Podcast invites distinguished female guests from the world of finance to playfully discuss why knowledge and understanding of saving and investing is key to becoming a She-Wolf Investor.

Listen to our brilliant, award-winning podcast here.

Copyright 2024 Brooks Macdonald. Website by Everything Connected.