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Aztec Group

Fund Advisory Firm of the Year - Administration Winners

Another firm that managed to secure a coveted Award for the second year running, Aztec saw tremendous growth over this year’s judging period. Since winning the award in 2015, group revenue has grown by over 45%, with the firm’s client base growing organically by over 55%. Aztec’s employee base also increased by 40% and the firm was particularly proud to note in its entry that staff retention remained in excess of 90%.

Meanwhile an increased focus on diversification meant that 35% of clients are now being served multiple products or through multiple jurisdictions. The judges were also impressed by Aztec’s capacity to attract business away from its competitors - according to the firm’s entry, since inception, a third of clients have migrated from competitors - and its ability to maintain this relationships with a near-100% retention rate.

Judges said: Their clear victory in the public vote highlights the fact that Aztec benefits from a strong reputation in the industry


The Shortlist

  • Augentius
  • Aztec Group
  • Langham Hall