Winners of the Best AIM Portfolio Service at the Growth Investor Awards 2023

We are very pleased to announce Charles Stanley as winners of the prestigious Best AIM Portfolio Service award at the ninth annual Growth Investor Awards 2023. We previously won this award in 2020 and 2021.

The landmark event celebrates the standout investment providers who help small and medium sized enterprises to thrive.

Established nine years ago, these awards have shone a spotlight on the providers who have an impact beyond investment: creating jobs, boosting economic growth, and supporting innovation.

This award was open to wealth management firms offering discretionary AIM portfolio services. The independent judges looked at the performance of the services over the past 12 months by assessing their success across stock selection, portfolio performance, investment volume and inflows, efforts to champion the AIM market, customer feedback, and overall business impact.

Our specialist AIM IHT planning solution provides clients with a portfolio of AIM-listed shares that qualify for business relief, managed by a dedicated, specialist team. As well as being a simple and transparent tax planning tool, investing in our AIM service lets clients maintain control of their assets and offers attractive growth prospects by investing in exciting British businesses.

Reflecting on the win, James Rae - Head of Inheritance Tax Portfolio Service said “We are delighted to have won the Best AIM Portfolio Service award. I would like to thank all the members of our AIM team for their passion and hard work in what has been another difficult year for UK smaller companies. Their hard work has led to our AIM portfolio service outperforming the average AIM peer in each of the last six calendar years while maintaining consistently high customer feedback. I would also like to thank all of the clients and financial advisors who have continued to invest in our service. We realise that it has been a difficult couple of years for UK smaller companies; however, we believe that there are fantastic British businesses on the AIM market that will ultimately repay investor’s faith.”