Recognition across the board via the Defaqto MPS Comparator Consistency Awards 2024
We are pleased to announce that Waverton’s Managed Portfolio Service (MPS) has been recognised across the risk spectrum at the 2024 Defaqto MPS Comparator Awards, winning the Growth category while our Balanced, Cautious, Defensive and Conservative models were Highly Commended within their respective comparator peer groups.
Unlike vote-led awards, the Defaqto MPS Comparator Awards are grounded in past performance metrics, based on 5-year discrete, net of fees, risk-adjusted performance metrics, evaluated as of March 31, 2024. They seek to recognise consistently strong individual portfolio performance standards, identifying the top five models per comparator peer group. The best-performing model in each group is named the Winner, with the next four models receiving Highly Commended accolades. For one MPS manager to achieve multiple awards across several comparator peer groups is a testament to the robustness and efficacy of the Waverton investment process.
The Defaqto MPS Comparator peer groups encompass the entire UK Platform MPS marketplace, making these awards highly competitive and prestigious. Securing multiple accolades in such a comprehensive and rigorous assessment highlights the exceptional capabilities and performance record within Waverton’s MPS portfolios.
Recently appointed Head of Adviser Solutions, George Bromfield, commented: “The recognition from the Defaqto MPS Comparator Awards reinforces our position as a leader in the investment management industry and inspires us to continue striving for excellence. We extend our gratitude to our clients for their continued trust and support, and we remain committed to providing innovative and high-performing investment strategies.”
For more information on our award-winning portfolios and investment services, please contact advisersolutions@waverton.co.uk or get in touch with your local Business Development Manager.
