Our Give As You Earn scheme award with the Charities Aid Foundation (CAF) has been upgraded to Platinum for this year’s Payroll Giving Quality Mark. This government-accredited award is in recognition of our commitment to supporting employee giving. It puts us in the top 5% of businesses who have a Give As You Earn scheme with CAF.

We are delighted to have been awarded the 2024 3D Award from ARC. The ARC 3D Award is a symbol of excellence in the investment world, celebrating firms that consistently demonstrate outstanding commitment to transparency, engagement, and integrity.

- SVS Brooks Macdonald Defensive Capital Fund 

- Managed Portfolio Service (Direct)
- Managed Portfolio Service Passive (Direct)

- Managed Portfolio Service (Platform)
- Managed Portfolio Service Passive (Platform)
- MPS Responsible Investment Service Advance (Platform)

- 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

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

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