We are pleased to announce that Psigma Investment Management has received a Gold Service Rating from Defaqto for 2022, alongside 5 Star Ratings in the DFM Bespoke and DFM MPS Direct categories for the tenth year running.

Psigma’s Defaqto Gold Service Rating

The Gold Service Rating is based on Defaqto’s DFM Satisfaction Study 2022 (conducted in 2021). In the study, advisers were asked to list which providers they have used over the past 12 months, and their preferred providers for Bespoke and MPS Direct services. Of all the providers featured in the study, Psigma were one of only a select few top-tier providers that have seen a consistent increase in the number of advisers using them for DFM services since 2019.

Within the study, Psigma was also rated by advisers as the leading DFM across seven key service areas:

  • Service
  • Ease of Doing Business
  • Provider Brand
  • Online Facilities
  • Quality of Investment Staff
  • Quality of Administration Staff
  • Quality of Literature

Defaqto 5 Star Ratings for Psigma’s Bespoke and MPS Direct Services

The quality of Psigma’s services was then further ratified by the 5 Star Ratings for these same two services. These ratings outline Psigma’s Bespoke and MPS Direct offerings as being two of the highest quality offerings on the market. 2022 marks a full decade of Psigma receiving this top accolade from Defaqto.

On top of this, Defaqto’s Adviser Satisfaction Study, on which the Gold Service Ratings are based, shows a consistent and significant increase in the number of IFAs naming Psigma as their preferred provider for both its Bespoke and its MPS Direct solutions across the past three years.

Psigma has also been given the 5 Star Rating for DFM MPS on Platform for the seventh year running (2016 to 2022 inclusive).

Andrew Cantouris, Head of Psigma Investment Management, commented:

“These accolades mean a great deal to us because they ratify the sustained efforts of our team to provide financial advisers with exceptional service. By putting our clients at the heart of what we do, we are able to provide both them and their financial advisers with the support they require and expect from the investment manager in whom they have placed their trust. We look forward to continuing this client-centric approach as we move into Canaccord Genuity Wealth Management in the planned acquisition.”

Working with Psigma

Ian Chapman, a financial planner at Burlington Associates who has worked with Psigma for over 12 years, said:

“Even when I started to work with Psigma back in 2010, I was recommending them to my colleagues who were building their books due to the unfailingly good nature of service. All of the staff, from the Business Development team through to the administrative staff, are exceptionally good quality, and this remains a key reason why I have been working with Psigma for such a long time, and continue to recommend their services for my clients.

“These ratings reflect the exemplary service I have received from Psigma throughout my time working with them. Over a decade later, I continue to be very impressed with Psigma’s operation.”

 

Notes to Editor

All information is correct as at 17th March 2022.

 

About Psigma Investment Management

Psigma Investment Management has been managing portfolios, trusts and pension assets since 2002, the increased demand and regulatory requirement of financial advisers during this time has created greater appetite for Discretionary Fund Managers (DFMs) to provide dedicated service and support. In 2019, the Punter Southall group of companies responded to this demand by reorganising its financial planning and investment management businesses into new company Punter Southall Wealth, whilst retaining Psigma as a separate brand focusing solely on building and supporting their external adviser relationships.

In December 2021, Canaccord Genuity Wealth Management announced its intention to acquire Punter Southall Wealth, of which Psigma Investment Management is a division.

The company is dedicated to growing and protecting the real value of its clients’ assets. Using dynamic asset allocation and being early adopters of a multi-asset, multi-manager approach, it provides investment portfolios that are constructed to deliver above inflation returns.

The strength of Psigma’s investment approach is evidenced by its Defaqto Ratings. Psigma is one of only seven Discretionary Fund Managers to have achieved Defaqto 5 Star Ratings in both Bespoke and MPS categories for ten consecutive years. In addition to this, Psigma was recently given the 5 Star Rating for DFM MPS on Platform for the seventh year running.

The company is committed to providing the highest standards of service and delivering the best possible client outcomes. In recognition of this commitment, Psigma Investment Management has been given a Gold Defaqto DFM Service Rating for 2021 and 2022. The company also pays particular attention to the ongoing development of its people’s technical skills and knowledge and supporting wider initiatives that benefit society.

Punter Southall Wealth, of which Psigma Investment Management is a division, manages over £3.9bn AUM (as at 31st December 2021).