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PortfolioMetrix wins Best Client Engagement at the Professional Adviser Awards 2024

Chiara Buran - March 21, 2024

We're delighted to announce that PortfolioMetrix won Best Client Engagement (again) at the Professional Adviser Awards 2024.

PortfolioMetrix wins two categories at Citywire Adviser Choice Awards 2024

We are excited to announce that PortfolioMetrix has been named the winner in not just one, but two...

Two nominations for PortfolioMetrix at Portfolio Adviser Wealth Partnership Awards 2023

PortfolioMetrix has recently received the honour of being shortlisted for two prestigious awards at...

In the Company of Titans: PortfolioMetrix's Nic Spicer makes CityWire WealthManager Top 100 again

In the ever-evolving landscape of wealth management, the CityWire Wealth Manager Top 100 2023 List...

Provider of the Year! PortfolioMetrix shortlisted at Money Marketing Awards

Money Marketing revealed its shortlists for its 2023 Awards, and we’re very delighted to announce...

Citywire Spotlights Oliver Jones: A Trailblazer Among the "30 Under 30"

PortfolioMetrix Investment Analyst Oliver Jones has been honoured by Citywire as one of the...

Double win for PortfolioMetrix at 2023 Professional Adviser Awards

We are thrilled to share the news that PortfolioMetrix won two awards at this year's Professional...

PortfolioMetrix Technology WealthExplorer™ for the Win!

Making Waves! 6 Shortlistings at Citywire Adviser Choice Awards for PortfolioMetrix

PortfolioMetrix shortlisted x3 in Professional Adviser Awards

Double shortlisting for PortfolioMetrix at 2022 Portfolio Adviser Wealth Partnership Awards

The shortlist for the Portfolio Adviser Wealth Partnership Awards 2022 has been announced and we...

Awards shortlisting alert! PortfolioMetrix featured in two categories at the Schroders UK Platform Awards

The Schroders UK Platform Awards 2022 have released their finalists and we are delighted to...

PortfolioMetrix a big winner at Citywire’s UK Adviser Choice Awards

We took home the honours in three of the twelve categories!

Twice as nice! PortfolioMetrix shortlisted again at Money Marketing Awards

Money Marketing has released the shortlist for their 2022 Awards, and we’re very excited to...

It’s great to be voted the best against such strong competition

It’s always great to win awards (and we have won quite a few in recent years) but I have to say we...

Three top awards for the team!

PortfolioMetrix scooped three wins at the 2022 Citywire Adviser Choice Awards last week.

8 out of 12 shortlists say we’re doing great

Great excitement at PortfolioMetrix HQ when we discovered we’ve been shortlisted in 8 out of the 12...

FASA: from zero to 5-star hero – thank you for voting for us!

When we received an email that PortfolioMetrix had won a Financial Adviser Service Award it came as...

We’re in the frame for two prestigious Money Marketing Awards!

There was much excitement among the PortfolioMetrix team when we heard we’d been shortlisted for...

Hat trick of wins at the Citywire Adviser Choice Awards

PortfolioMetrix is over the moon to have won three Citywire Adviser Choice Awards:

Industry recognition for our newest board member

Investment Week recently announced its shortlists for awards and it was great to see that our...

PA Awards: all the excitement with none of the hangover

With my dinner jacket hanging forlornly in the wardrobe, as it has for the past year, I did manage...

Recognition is rewarding

It may be cold outside but the PortfolioMetrix team still has a warm feeling due to receiving...

Recognition for our investment ‘heavyweight’

For the third year in a row, the PortfolioMetrix UK Head of Investments, Nic Spicer, has been...

Fantastic Four in Top 100

The Citywire New Model Adviser Top 100 has been announced and we’re delighted to see four of our...

Five in a row for Regional Star Award shortlist

For the fifth year running PortfolioMetrix has been shortlisted for the Citywire Wealth Manager...

It’s not us, it’s them…celebrating independent endorsements

When Mandy Rice-Davies said “Well, he would, wouldn’t he?” during the trial of Christine Keeler, it...

Reasons to be cheerful, parts one to four

Many congratulations to our partner relationship team for picking up Best Client Engagement in the...

Time to be on your (Van)guard as US giant flexes UK muscles

January’s news that Vanguard has been granted approval to provide investment advice in the UK not...

And the Oscar goes to…

It’s award season but not just for the film world. We’ve started 2020 with the news we’ve been...

Don’t look back in anger

As another year draws to a close, we’ve been reflecting on the tenacity of our adviser partners and...

Award for ‘third way’ is cause for celebration

We’ve won another award! This time recognising and rewarding our technical innovation. Last...

Mass Customisation Innovation award shortlisting confirms our leading position

What does it mean to us to have been shortlisted for the Investment Marketing and Innovation Award:...

Defaqto’s highest ratings are the icing on the cake

It’s been quite a year so far at PortfolioMetrix. Not only have we picked up some more awards,...

Another award? Fingers crossed.

On Thursday Citywire’s Wealth Manager magazine will announce the winners of its Regional Stars...

Awards and why winning matters

We’ve won another award and it feels great! This time PortfolioMetrix won Best Discretionary...

And the winner is...

It’s the start of a new week but the team at PortfolioMetrix UK is still basking in the glow of...

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PortfolioMetrix wins Best Client Engagement at the Professional Adviser Awards 2024

PortfolioMetrix wins two categories at Citywire Adviser Choice Awards 2024

Two nominations for PortfolioMetrix at Portfolio Adviser Wealth Partnership Awards 2023

In the Company of Titans: PortfolioMetrix's Nic Spicer makes CityWire WealthManager Top 100 again

Provider of the Year! PortfolioMetrix shortlisted at Money Marketing Awards

Citywire Spotlights Oliver Jones: A Trailblazer Among the "30 Under 30"

Double win for PortfolioMetrix at 2023 Professional Adviser Awards

PortfolioMetrix Technology WealthExplorer™ for the Win!

Making Waves! 6 Shortlistings at Citywire Adviser Choice Awards for PortfolioMetrix

PortfolioMetrix shortlisted x3 in Professional Adviser Awards

Double shortlisting for PortfolioMetrix at 2022 Portfolio Adviser Wealth Partnership Awards

Awards shortlisting alert! PortfolioMetrix featured in two categories at the Schroders UK Platform Awards

PortfolioMetrix a big winner at Citywire’s UK Adviser Choice Awards

Twice as nice! PortfolioMetrix shortlisted again at Money Marketing Awards

It’s great to be voted the best against such strong competition

Three top awards for the team!

8 out of 12 shortlists say we’re doing great

FASA: from zero to 5-star hero – thank you for voting for us!

We’re in the frame for two prestigious Money Marketing Awards!

Hat trick of wins at the Citywire Adviser Choice Awards

Industry recognition for our newest board member

PA Awards: all the excitement with none of the hangover

Recognition is rewarding

Recognition for our investment ‘heavyweight’

Fantastic Four in Top 100

Five in a row for Regional Star Award shortlist

It’s not us, it’s them…celebrating independent endorsements

Reasons to be cheerful, parts one to four

Time to be on your (Van)guard as US giant flexes UK muscles

And the Oscar goes to…

Don’t look back in anger

Award for ‘third way’ is cause for celebration

Mass Customisation Innovation award shortlisting confirms our leading position

Defaqto’s highest ratings are the icing on the cake

Another award? Fingers crossed.

Awards and why winning matters

And the winner is...