List of Companies

Smith & Williamson

  • Min. account size

  • Company type

    Investment Manager
  • Ownership

  • Size of wealth manager

  • Size

    UK Wide
  • Founded


Key person:

Expert Investment Views, Extreme currency volatility, monthly investment tips, Portfolio
Chris Kenny


Smith & Williamson Factfile

Founded over a century ago, Smith and Williamson are a leading independent provider of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organisations. With 11 principal offices in the UK and Ireland, 1,500 people and an international capability in over 100 countries, their primary aim is to help clients achieve their financial ambitions.

Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Hourly, fixed
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance
Retail banking
Ethical investing