AWARDS AND RECOGNITION

AUTUS PRIVATE CLIENTS

2020

Winner 

International recognised Excellence in Client Service

Judges comment:“Firms are increasingly judged on the quality of their service, something that holds no fear for the company that won this award because it made excellence in this area a priority.”

International Adviser (in collaboration with Old Mutual International) in London has named Autus the winner in the category: "Excellence in Client Service".

 

After a rigorous selection process, we are proud to receive international recognition for our client-centred
financial advice and overall best practice.

2019

Winner 

International recognised Excellence in Professional Development

Excellence in professional development: “Very impressive approach which comes across as caring and in-depth. Professional development is clearly in the DNA of the business”- International Adviser London

After a rigorous selection process, we are proud to receive international recognition for our client-centered
financial advice and overall best practice.

2018

Business Network International Winelands Awards

Business Network International Winelands  Annually hosts the Winelands Business Awards. Hardi Swart was awarded the 2018 Givers Gain Award for his contribution and support to the business in the region.

2020

Winner 

International recognised Excellence in Marketing

Judges comment: “Showcasing the value of wealth planning and targeted marketing, delivered with class and reflecting the quality values of the firm.“

 

International Adviser (in collaboration with Old Mutual International) in London has named Autus the winner in the category: "Excellence in Marketing".

 

After a rigorous selection process, we are proud to receive international recognition for our targeted marketing and overall best practice.

2019

Winner 

International recognised Excellence in Client Service

International Adviser (in collaboration with Old Mutual International) in London has named Autus the winner in the category: "Excellence in Client Service".

 

After a rigorous selection process, we are proud to receive international recognition for our client-centred
financial advice and overall best practice.

 2017

Key-Note Speaker at the 2017 Financial Planning Institute Convention

Andrew Merryweather was invited to be a Key-Note speaker in front of more than a thousand delegates at the 2017 FPI Conference in Century City, Cape Town. Andrew shared his journey and received an standing ovation.

2019

Winner 

International recognised Best Adviser Firm - SA

What an honour it is to be recognised for our transformative approach to genuinely customer-centric financial advice, service and overall best practice.

Autus Private Clients scooped 3 awards at the International Adviser Best Practice Awards 2019/20, among these Excellence in Client Service, Excellence in Professional Development, and the overall Best Regional Adviser Firm of South Africa. Congratulations to the team.

After a rigorous selection process, we are proud to receive international recognition for our client-centered
financial advice and overall best practice.

2019

Winner South-African Financial Planner of the Year Awards

The Financial Planning Institute of Southern Africa annually hosts the South African Financial Planner of the Year Awards. The highest award a professional financial planner can achieve. Hardi Swart CFP® is the winner of the Financial Planner of the year awards of 2019.

2020: Winner Excellence in Client Service

2020: Winner Excellence in Marketing

2019: Winner Financial Planner of the year Awards - Hardi Swart

2019: Winner Best Adviser Firm in South Africa

2019: Winner Excellence in Client Service

2019: Winner Excellence in Professional Development

2018: Top Three Finalist Financial Planner of the Year Awards - Hardi Swart

2016: Top Ten Finalist Financial Planner of the Year Awards - Hardi Swart

2015: Top Student Stellenbosch University Bcom Financial Planning - Marilize Opperman

2013: Top Ten Finalist Financial Planner of the Year Awards - Christo Malan

2009: Top Student Stellenbosch University Post Graduate Diploma in Financial Planning - Hester Mostert

2014

South-African Raging Bull Fund Manager Awards

The Autus Opportunity Fund managed by Christo Malan received the Raging Bull Certificate for the best performing SA Multi-Asset Flexible Fund.

2014

Morningstar Investment Fund Performance Awards

Autus Fund Managers was awarded second runner-up in the Morningstar South-Africa Best Fund House; Smaller Fund Range Awards.

 2015

South-African Raging Bull Fund Manager Awards

The Autus Team recieved the following certificates at the 2015 Raging Bull Awards:

Autus Stable Fund:

Best SA Multi-Asset Low Equity Fund

Autus Balanced Fund:

Best SA Multi-Asset High Equity Fund

Autus Opportunity Fund:

Best SA Multi-Asset Flexible Fund

AUTUS FUND MANAGERS