BpH Wealth Certified for Investment Advisor Fiduciary Excellence


BpH Wealth Management LLP has become the first investment advisory firm in the UK to be certified by CEFEX, the Centre for Fiduciary Excellence and an independent certification organisation conducting assessments according to the principles of the international standard ISO/IEC 17021.

The standard describes how an investment advisory firm should assume the responsibility for managing a consumer’s overall investment process including selection, monitoring and de-selection of investment managers and the whole process of implementing an investment strategy over time.

This means we have demonstrated adherence to the industry’s best worldwide fiduciary practices and indicates our interests are aligned to our client investors. It gives us external approval that our investment approach is likely to give the best chance of successful investment outcomes for our clients.

To have this tested by CEFEX allows us to stand shoulder to shoulder with some ot the best firms in the world. No other UK investment advisory firm, large or small, holds this high level of certification.

We congratulate our team and are delighted to be able to share this exciting news with you.