Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Smith & Williamson

  • Min. account size

    £50,000
  • Company type

    Investment Manager
  • Ownership

    Partnership
  • Size of wealth manager

    Large
  • Size

    UK Wide
  • Founded

    1881

Key person:

Chris Kenny

Partner

Smith & Williamson Factfile

For over a century, we have managed the financial affairs of private clients and their business interests. With over 1,700 people in 12 offices in the UK, Ireland and Jersey, we are a leading investment management business and one of the UK’s ten largest accountancy firms. Clients, whether individuals or companies, value our ability to provide tailored financial and professional services to enable them to achieve their 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
Philanthropy

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