Awards and ratings

Rachael Marsden, our Senior Investment Director, has made the exclusive list of 2023 PAM NextGen Leaders – a round-up of who is rising to the top quickly, and why.

Andrew Shepherd, our CEO, has once again been named as one of the PAM 50 Most Influential – an accolade that recognises those at the centre of shaping private client wealth management.

Robin Eggar and Ben Chandler have once again been listed on the Spear’s Wealth Management Index.

Spear’s publishes annual rankings of the top private client advisers and service providers to high-net-worth individuals. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.

Andrew Shepherd, our CEO, has been named as one of the 2022 PAM 50 Most Influential – an accolade that recognises those at the centre of shaping private client wealth management!

We are very proud that Joshua J. Herson, Chartered MCSI has made it into the Citywire Top 30 under 30 Class of 2022.

Recognition such as this is a tremendous endorsement of Josh's commitment, dedication and hard work!