Smith & Williamson wins three more top awards for investment performance
At the 2011 Citywire Wealth Manager Investment Performance Awards, Smith & Williamson won the top prize for investment performance in the category of Best Large Firm. It was also the winner in the Balanced Portfolio and Aggressive Portfolio categories and was shortlisted for its Steady Growth Portfolio.
Commenting on the awards, David Cobb, head of Investment Management & Banking at Smith & Williamson, said:
“We are truly delighted to have won, not just one, but several more top awards, with the title of Best Large Firm being for the second year running.”
“The core of our investment service is the management of diversified, bespoke portfolios for private individuals, charities and institutions. We give clients access to global investment opportunities, tempered by local advice and understanding. Our first priority has always been to safeguard assets for our clients, providing tailored and flexible advice that allows us to react to the volatile markets of today.”
“One of the things which, I believe, has particularly helped us with our balanced portfolio is our expertise in index-linked gilts. They can be particularly attractive for higher rate UK taxpayers as they tend to hold their value and any capital appreciation is not taxable for UK taxpayers.”
Smith & Williamson Investment Management is one of the largest independently owned private client investment managers in the UK with about £11 billion of funds under management and advice (as at 30 September 2011).
www.smith.williamson.co.uk/investment-management
Citywire awards, October 2011:
Citywire Wealth Manager Investment Performance Awards 2011 - Large Firm
Winner – Smith & Williamson Investment management (winners in 2010)
Citywire Wealth Manager Investment Performance Awards 2011 – Balanced Portfolio
Winner – Smith & Williamson
Citywire Wealth Manager Investment Performance Awards 2011 – Steady Growth Portfolio Shortlist – Smith & Williamson Investment management
Citywire Wealth Manager Investment Performance Awards 2011 – Aggressive Portfolio
Winner – Smith & Williamson Investment management
Risk warning
Investment does involve risk. The value of investments and the income from them can go down as well as up. The investor may not receive back in total the original amount invested. Past performance is not a guide to future performance. Rates of tax are those prevailing at the time and are subject to change without notice. Clients should always seek appropriate advice from their financial adviser before committing funds for investment. When investments are made in overseas securities, movements in exchange rates may have an effect on the value of that investment. The effect may be favourable or unfavourable.
Notes to Editors
Smith & Williamson is an independently-owned, professional and financial services group employing around 1,500 people. The group, which dates back over a century, is a leading provider of investment management, financial advisory and accountancy services to private clients, professional practices and mid-to-large corporates. The group operates from offices in London, Belfast, Birmingham, Bristol, Dublin, Glasgow, Guildford, Salisbury, Southampton and Worcester.
Smith & Williamson Investment Management Limited is part of the Smith & Williamson group.
Smith & Williamson Investment Management Limited
Authorised and regulated by the Financial Services Authority
Smith & Williamson Investment Management,
a trading name of NCL Investments Limited (member of the London Stock Exchange) and Smith & Williamson Investment Management Limited. Both companies are authorised and regulated by the Financial Services Authority.
NCL Investments Limited
A member of the London Stock Exchange
Authorised and regulated by the Financial Services Authority
Smith & Williamson Fund Administration Limited
Authorised and regulated by the Financial Services Authority
