Psigma Investment Management given Defaqto Gold and 5 Star Ratings for outstanding service and quality


  • Psigma Investment Management given Gold Defaqto DFM Service Rating
  • One of only seven Discretionary Fund Managers (DFMs) to have 5 Star Ratings in both Bespoke and MPS categories for nine consecutive years
  • Psigma is the only DFM to have all these ratings and received Defaqto Environmental, Social and Governance (ESG) reviews on its SRI solutions

In recognition of its commitment to providing advisers with an excellent range of investment solutions delivered with exceptional service, Psigma Investment Management has been given a Gold Defaqto DFM Service Rating for the first time, together with Defaqto 5 Star ratings in both the DFM Bespoke and DFM MPS Direct categories for the ninth year running (2013 to 2021 inclusive).

The Gold Rating is based on Defaqto’s adviser surveys; eligibility required a significant number of advisers to nominate Psigma as one of their preferred DFMs during the previous 12 months. Psigma was then evaluated across fourteen criteria, such as: ease of doing business; the quality of investment staff; the quality of administration staff; and the range of portfolio management options.

The Defaqto Star Ratings independently assess and analyse the key features and benefits of a DFM’s products, focusing on quality, transparency and ability to support better decision-making. In addition to the DFM Bespoke and DFM MPS Direct ratings, Psigma has also been given the 5 Star DFM MPS on Platform rating for the sixth year running (2016 to 2021 inclusive).

Psigma Investment Management is one of only six DFMs to have both the Gold Service Rating and three 5 Star Ratings. Moreover, Psigma is the only DFM to have all these ratings and received Defaqto Environmental, Social and Governance (ESG) reviews on its SRI solutions.

Pan Andreas, Head of Insight and Consulting (Funds and DFM) at Defaqto stated:

“In achieving a Gold Service Rating for 2021, Psigma is recognised as providing one of the highest standards of service for DFMs. Defaqto Service Ratings provide a simple and unbiased assessment of provider service by advisers themselves. Psigma’s Defaqto 5 Star Ratings for both DFM MPS and DFM Bespoke indicate that these are some of the most comprehensive offers on the market.”

Lee McDowell, Head of Business Development at Psigma Investment Manager said:

“The fact that Psigma has been given the Gold DFM Service Rating, together with the 5 Star Ratings (for the ninth year in a row), makes us very proud, and is particularly rewarding given the challenges of the past 12 months. We believe this demonstrates Psigma’s utter commitment to high-quality investment solutions and a level of service that is second to none for our clients and for their advisers.”

Featured News

This Week’s Most Read

  • Price of scarcity: Central banks are driving large valuation premiums on assets with limited supply

    By Charles-Henry Monchau, CIO at Syz Bank It is important to understand the concept of scarcity to better understand its mechanics and its impact on markets. Scarcity refers to the

  • Why now is the right time to invest in Japan

    By Masakazu Takeda, lead portfolio manager of the Japan Focus All Cap strategy at SPARX Asset Management The issues that have plagued Japan over the years are now at the doorstep of

  • Why high yield bonds could be the next ESG frontier

    By Lila Fekih & Mark Remington, Co-Portfolio Managers of the New Capital Sustainable World High-Yield Bond Fund at EFG Asset Management  Equities have garnered the most attention in the ESG

  • Fundsmith hints at bumpy ride

    Terry Smith’s annual letter to shareholders reports a slight underperformance of the MSCI World Index over one year Despite the value rally, quality stocks outperformed in 2021 Smith says unexpectedly

  • Brooks Macdonald Funds under Management hit £17.3bn

    Brooks Macdonald today publishes an update on its Funds under Management (“FUM”) for its second quarter ended 31 December 2021, together with a Trading Update for the half year. FUM

  • Ninety One appoints Juliana Hansveden

    Hansveden to develop emerging markets sustainable equity capability Ninety One has today announced the appointment of Juliana Hansveden, CFA, as Portfolio Manager, Emerging Markets Sustainable Equity. In this newly created

  • Man GLG’s Atherton: Governance revolution in Japan like the UK in the 80s and 90s

    The ESG-driven corporate governance revolution in Japan is creating investment opportunities similar to those in the UK in the 1980s and 1990s, says Jeff Atherton, manager of the Man GLG

  • US December CPI inflation rises 7% from a year ago

    David Goebel, Investment Strategist at Tilney Smith & Williamson, the wealth management and professional services group, comments on the latest US CPI inflation data: US December headline CPI inflation rose

  • BlackRock launches two new active Climate Action funds

    The BGF Climate Action Multi-Asset Fund and the BGF Climate Action Equity Fund leverage BlackRock’s deep expertise in active sustainable investing with the objective of generating positive environmental impact.  As

Wealth DFM