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Awards

Our values and the way we work at Smith & Williamson strike a chord with our clients and resonate in our chosen markets, demonstrated by the awards we have won and for which we have been short-listed.

Citywire Wealth Manager, Investment performance award 2011 - Winner - Best large firm

Citywire Wealth Manager, Investment performance award 2011

Winner - Best large firm
Citywire Wealth Manager, Investment performance award 2011 - Winner - Balanced Portfolio

Citywire Wealth Manager, Investment performance award 2011

Winner - Balanced Portfolio
Citywire Wealth Manager, Investment performance award 2011 - Winner - Aggressive Portfolio

Citywire Wealth Manager, Investment performance award 2011

Winner - Aggressive Portfolio

Private client practitioner - top 25 accountancy firms 2011

Private Client Practitioner

Top 25 Accountancy Firms 2011

FT and Investors Chronicle Wealth Managment Awards 2011 - winner Best Balanced Wealth Manager

Financial Times and Investors Chronicle Wealth Management Awards 2011

Winner of the Best Balanced Wealth Manager

Private Asset Management (PAM) Awards logo

PAM Awards 2011

Winner of Investment Performance - Absolute Returns Portfolios

STEP Shorlisted Investment House

STEP Private Client Awards 2010/2011

Winner of Investment House of the Year

SPEARS Wealth Management 2010 award

Spear's Wealth Management Awards 2010 - Winners

Winner of Asset Management Firm of the Year for Ultra-High Net Worths

LexisNexis Taxation Awards 2010 logo

LexisNexis Taxation Awards 2010 - Winners

Taxation Awards 2010 - Winners of the Best High Net Worth Team

Wealth management awards 2010 logo

Investors Chronicle and FT Wealth Management Awards, 2010

Winners of the Best Growth Wealth Manager and the Best Wealth Manager for Inheritance Tax and Succession Planning

M&A Awards 2010 logo

M&A Awards 2010

Winners of Small Deal of the Year
 

Taxation Awards Finalist 2010 logo

LexisNexis Taxation Awards 2010 - Finalists:

Shortlisted for Best Tax Team in a Large Firm
Corporate Adviser Awards 2010

Corporate Adviser Award 2010

Shortlisted for Corporate Adviser of the Year 

STEP awards winner 2009/2010 logo

STEP Private Client Awards 2009/2010:

Winners of Investment House of the Year

PAM Awards 2009 logo

PAM Awards 2009

Winner of Investment Performance - Income

STEP Private Client Awards 2008/9

Winner of Accountancy Team of the Year - at the annual STEP (Society of Trust and Estate Practitioners) Private Client Awards

Managing Partners Forum European Practice Management Awards 2008

Winner of the prestigious 'Best Managed Firm' title at the Managing Partners' Forum 2008 European Practice Management Awards

Lipper Awards 2008:

  • 1st place in the Mixed Asset GBP Balanced UK sector in recognition of the excellent risk adjusted performance over 3 years achieved by James Burns and Nick Marshall
  • Smith & Williamson MM Global Investment Fund placed 1st over 5 years in the Equity Global High UK sector

LexisNexis Taxation Awards 2008:

  • Best Tax Team in a Large Firm - Finalist

PAMonline Awards 2008:

  • Investment Performance: Income - Finalist
  • Investment Performance: Balanced Portfolios - Finalist