Our Awards
We serve the professional investor community across the entirety of the UK, with dedicated regional sales managers providing exceptional levels of client support. We are proud to be recognised for our commitment to Responsible and Sustainable Investing, reflecting the trust and appreciation of the adviser community.
Investment Week Sustainable Investment Awards 2024
Best Sustainable European Equity Fund
Investment Week Sustainable Investment Awards 2024
Sustainable Investment Fund Management Group of the Year (AUM under £50bn)
Investment Life & Pensions Moneyfacts Awards
Best Ethical Investment Provider (16 years running)
RSMR Annual Investment Conference 2024
Best Responsible Fund – EdenTree Responsible & Sustainable European Equity fund
Firmwide awards
- The Financial Services Forum’s Marketing Effectiveness Awards – Most effective use of small budget (Highly Commended)
- Investment Life & Pensions Moneyfacts Awards – Best Ethical Investment Provider (16 years running)
- Investment Week Sustainable Investment Awards 2024 – Sustainable Investment Fund Management Group of the Year (AUM under £50bn)
- Sustainable Investment Awards 2023 – Best Sustainable Investment Research Team (shortlisted)
- Sustainable Investment Awards 2023 – Sustainable Investment Fund Management Group of the Year (AUM under £50bn) (shortlisted)
- Sustainable Investment awards 2022 – Best Sustainable Fund Management Group of the Year (AUM under £50bn) (shortlisted)
- Charity Times Award 2021 – Boutique Investment Management Award
- Investment Week, Sustainable and ESG Investment Awards 2020 – Winner: Outstanding contribution to the industry
Fund awards
- Investment Week Sustainable Investment Awards 2024 – Best Sustainable European Equity Fund
- RSMR Annual Investment Conference 2024 – Best Responsible Fund – EdenTree Responsible & Sustainable European Equity fund
- Sustainable Investment Awards 2023 – Best Sustainable European Equity Fund - EdenTree Responsible & Sustainable European Equity Fund (shortlisted)
- Sustainable Investment Awards 2023 – Best Sustainable Bond Fund: EdenTree Responsible & Sustainable Short-Dated Bond Fund (shortlisted)
- Sustainable Investment Awards 2023 – Best Sustainable Fund Launch: EdenTree Green Infrastructure Fund (shortlisted)
- ESG Clarity Awards 2022 – Best Multi-Asset ESG Fund – EdenTree Responsible & Sustainable Managed Income Fund
- Sustainable Investment awards 2022 – Most Innovative Sustainable Fund Launch – Green Futures Fund (shortlisted)
Sustainable Investment Awards
- Investment Week Sustainable Investment Awards 2024: Rising Star Sustainable Investment Champion of the Year - Carlota Esguevillas
- Investment Week Sustainable Investment Awards 2023 – Best Sustainable Investment Thought Leadership Paper – Investing Responsibly in Care (Highly Commended)
- ESG Clarity Awards 2023 – Best Thought Leadership/Research – Insight on the Condition of our Rivers
- Sustainable Investment Awards 2023 – Best Sustainable Investment Thought Leadership Paper - Investing Responsibly in Care (shortlisted)
- Sustainable Investment Awards 2023 – Best Sustainable Investment Engagement Initiative: The condition of our rivers. A thematic engagement (shortlisted)
- Portfolio Adviser Wealth Partnership Awards 2022 – ESG Advocate
Financial Adviser awards
- Compliance First Professional Development Events Knowledge Award – EdenTree Investment Management (An Adviser brand within SimplyBiz)
- Fintel - Relationship Account Manager of the Year 2023 – Adam Kelly, EdenTree Investment Management
- Professional Paraplanner Awards 2023 – Best ESG Investment Solution Provider (Highly Commended)
