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Investment Management

Smith & Williamson provides investment services for private individuals, charities and institutions, with £9.4 billion of funds under management and advice (as at 31 December 2009).

We operate from offices in London, Belfast, Birmingham, Bristol, Glasgow, Guildford and Worcester.

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Investment management - private clients
Overview
go to - Overview
Investment process & portfolio administration
go to - Investment process & portfolio administration
Discretionary portfolio management
go to - Discretionary portfolio management
Advisory portfolio management
go to - Advisory portfolio management
Absolute returns
go to - Absolute returns
Managed funds service
go to - Managed funds service
ISAs
go to - ISAs
IHT planning
go to - IHT planning
Investing for children & grandchildren
go to - Investing for children & grandchildren
Banking & cash management
go to - Banking & cash management
Family office
go to - Family office
SIPP
go to - SIPP
Fixed income advisory & dealing service
go to - Fixed income advisory & dealing service
Institutional & charities investment management
go to - Institutional & charities investment management
Investment management for IFAs
go to - Investment management for IFAs