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

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
Philanthropy

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