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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.

defacto 3.p
2025

5 Stars for Solutions

Bespoke Portfolio Service
Managed Portfolio Service 
Platform Managed Portfolio Service

platform family risk targeted
2025

5 Diamond Rating for Risk Targeted Fund Family

SVS Cornelian Risk Managed Funds
SVS Cornelian Risk Managed Passive Funds

platform family 5
2025

5 Diamond Rating for DFM MPS (Platform) Portfolio Family

Managed Portfolio Service (Platform)
Managed Portfolio Service Passive (Platform)

DFM 4 diamond award
2025

4 Diamond Rating for DFM MPS (Direct) Portfolio Family

  • Managed Portfolio Service (Direct)
  • Managed Portfolio Service Passive (Direct) 
  • MPS Responsible Investment Advance (Direct & Platform)
risk focused family
2025

4 Diamond Risk Focused Fund Family

  • 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