Awards

Our values and the way we work at Smith & Williamson strikes a chord with our clients and with the industry, demonstrated by the awards we have won and been short-listed for.

STEP Awards 2008

• Accountancy Team of the Year - finalist (winners to be announced on 18 September 2008)

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

The 2007 Accountancy Age Awards for Excellence:

• Winner of Large Firm of the Year

AIA (Association of International Accountants) Presidents awards 2007:

• Best Accountancy Practice 11+ award, Finalist (Winner to be announced 21 November)

LexisNexis Taxation Awards 2007:

• Professional Practices Tax Team, Finalist, Best Tax Team in a Large Firm

The 2006 Compliance Register OStCaR Awards:

• Winner of Best Compliance Consultancy Services Award (Investment Management)
• Objectives of The OStCaR Awards: (Outstanding Service to Compliance and Regulation)

Managing Partners’ Forum (MPF) European Practice Management Awards 2006:

• Winner of Best Management of Facilities

LexisNexis Taxation Awards 2006:

• Richard Mannion, Winner of Lifetime Achievement Award. Richard is a director in our Bristol office
• Professional Practices Tax Team, Best Tax Team in a Large Firm, Short Listed
• Private Client Tax Services Department, Best High Net Worth Tax Team, Short Listed

Lipper Citywire All Star Awards 2006:

• Lady Tana Focke, Winner of Fund Manager of the Year: North America. Tana is a director of Smith & Williamson Investment Management

Annual Enterprise Investment Scheme Award 2006:

• Martin Sherwood, Winner. Martin is a director of the council of the EIS Association

Professional Adviser Magazine’s Top 100 Awards for the Fixed Interest Trust 2006:

• Chris Lynas, Nominated. Chris has been lead manager on the Nucleus Absolute Return Fund since 2005

Nucleus Global Gold Fund topped the performance tables 2006

LexisNexis Taxation Awards 2005:

• Winner of Private Client Accountancy Firm of the Year
• Wilson Cotton, Winner of Private Client Accountant of the Year. Wilson is the Vice President of the Association of Corporate Trustees