We are pleased to announce Psigma Investment Management has been 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 Management 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.”



Notes to Editor

All information correct as at 1st February 2021.



About Psigma Investment Management

Psigma Investment Management is a privately owned Discretionary Fund Manager (DFM). The company was launched in 2002 and offers investment solutions to private clients, charities, trusts and pension schemes.

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 it being one of only seven Discretionary Fund Managers to have 5 Stars in both Bespoke and MPS categories for nine consecutive years.

The company is committed to the highest standards of service and delivering the best possible client outcomes. It pays particular attention to the ongoing development of its people’s technical skills and knowledge and supporting wider initiatives that benefit society.

Together with its financial planning partner business, Punter Southall Wealth, it has £3.47bn of assets under control (as at 31st December 2020).

Psigma Investment Management and Punter Southall Wealth form part of the Punter Southall Group, a broad-based financial services organisation supporting clients and companies through financial planning, investments, pension schemes, employee benefits, workplace savings, health and protection, and financial data. Punter Southall Group was named one of the UK’s top ten financial planning firms by FT Adviser in 2020.

The Group has £44bn in assets under influence (as at 31st December 2020).

About Defaqto

Defaqto is an independent financial information and technology business helping financial institutions, advisers and consumers make better informed financial decisions.

Their independent fund and product information helps banks, insurers and fund managers with designing and promoting their propositions. We analyse more than 43,000 financial products in the UK, over 14,000 of which are Star rated.

The company’s expertise has been developed as a result of more than 25 years of experience in financial data collection and analysis.

Our experts impartially identify the key attributes that make up a financial product and rate them on a scale of 1 to 5.

Our independent, unbiased experts have done all the hard work so that financial institutions and consumers can make better informed decisions.

The DFM Star Ratings assess discretionary fund managers across a wide range of aspects to provide an independent verification of the depth and flexibility of what each proposition offers. To achieve the highest level of rating, as Psigma’s propositions have done, providers need to demonstrate a commitment to the adviser market and produce service terms with a strong degree of flexibility, transparency and a high level of personal and online service.