Smith & Williamson

Smith & Williamson provides a traditional service where the focus is on developing a relationship of trust and integrity.

Our private client services include investment and private banking facilities as well as tax, trust, pensions and financial planning advice. Because of this broad range of services, we offer a multi-disciplinary approach to financial advice.

We are proud of the high standards we set ourselves.

• A client-focused and bespoke service: we work closely with clients to understand their requirements, time horizons and risk tolerance. This personal approach is our hallmark.
• Director-led: clients have direct access to senior staff and investment managers responsible for their portfolios.
• High level of transparency: we take care to explain financial products as we believe clients should be able to understand what they are investing in.
• Independent: we are not tied to product providers or banks.
• Choice and flexibility: our investment capabilities range from cash, treasury and other fixed interest options to alternative investments and equity portfolios.
• Long-service of senior staff: many of our directors have been with the firm for more than ten years helping to ensure continuity for clients.
• Work closely with other professional advisers: we liaise with clients' lawyers, and other advisers to provide a cohesive service.
• Sizeable investment management house: £7.9 billion funds under management and advice.