February already? We've started 2026 exactly as we finished 2025 - growing fast, driving change, and fully committed to delivering investment services that genuinely raise the bar.

Here's what we got done in January.

Investment News

Q1 Investment Webinar

Our CIO Will Dickson laid out his investment outlook for 2026 in last month’s Q1 webinar. Covering the shifting landscape, cooling inflation, stretched valuations, central bank moves, and what it all means for portfolios.

The feedback’s been strong. Advisers are telling us it’s the most valuable investment webinar we’ve done yet, and our regular market updates continue to cut through the noise with genuinely useful insight.

Missed it? The full replay is available online now for free.

DFM Services available on Platform One 

Our Discretionary Fund Management service is now live on Platform One. Yes, we know – Platform One, P1 Platform – someone wasn't thinking about us when they named theirs…

For the avoidance of doubt: our DFM service has been available on the P1 Platform since launch. That particular integration was mercifully straightforward.

Ethical Fund Management  

Our passionate ethical division would like to extend their thanks to the continued support for our Net-Zero Carbon initiative (NZC10). For those new to it: NZC10 challenges the managers of funds adopting it to commit to specific actions promoting net-zero by 2030 across their portfolios. It's about moving from aspiration to action.

We're tracking strong momentum, and for those managers promoting the transition to net-zero by 2030 by adopting NZC10, watch this space. We'll be recognising your efforts properly soon.

Learn about NZC10

Platform News

P1 Platform – Defaqto Gold rated 

The P1 Platform has been awarded a Gold service rating by Defaqto, recognition that reflects the serious work the team has put in over the past year to build something genuinely differentiated.

This brings our total Defaqto ratings to six, with five already awarded across our DFM service. It’s validation that matters: independent assessment confirming we’re not just moving fast, but building quality into everything we do.

 Platform Notifications

We've developed a new suite of notifications designed to keep you informed about client activity without the manual legwork. These updates are sent directly to you and any nominated support team emails – so your whole team stays in the loop on what matters, when it matters.

The new notifications cover the essentials: T&Cs acceptance, Direct Debit acceptance, high cash balances, and when book costs are required. It's about giving you visibility where you need it most, reducing admin burden, and making sure nothing slips through the cracks.

The Platform team has already sent out detailed communications on these updates. If you have questions just reach out to the team.

Feature highlight – Instant Payments

No more overnight file waits. Modern technology should show transfers instantly – because your clients expect it and you deserve it. Complete visibility, immediate confirmation, zero anxiety about missing funds.

With Tax Year end approaching, that instant confirmation matters even more. The final weeks before April 5th are stressful enough without wondering whether ISA contributions have landed or if pension top-ups are sitting in limbo. Instant payments take the guesswork out of the busiest period in your calendar. You see it, your client sees it, and everyone can breathe easier knowing it's done.

Company News

Recent Hires

We’re also pleased to welcome a couple new faces to the team in Lewis Maddox & Rob Butterfield. Lewis comes to us as a Power Platform Developer and Rob joins the Platform support team as a Platform Support Adviser.

Webinars Recaps

If you missed our recent Q1 Investment and Silverback Consultancy Webinars you can watch them for free online here.