Awards

We’re proud winners of many awards. Our values and the way we work at Smith & Williamson strike a chord with our clients and industry peers, demonstrated by the multiple accolades we have collected and for which we have been shortlisted.

 

Citywire Wealth Manager, Investment Performance Awards 2017

Winner - Best Overall Large Firm

Citywire Wealth Manager Investment Performance Awards 2017 – Best Overall Large Firm

 

British Accountancy Awards 2017

Winner - National Firm of the Year

BAA 2017 Winner

 

Citywealth Magic Circle Awards 2017

Winner - Best Private Wealth Manager

 

 

eprivateclient Top Trust Companies 2012, 13, 14, 15, 16, 17

Top 25 Trust Companies, six years in a row

 

 

 

 

 

 

 
eprivateclient Top Accountancy Firms 2011, 12, 13, 14, 15, 16, 17

Top Accountancy Firms, seven years in a row 

eprivateclient Top Accountant Firms 2017

 
 
 
 
 
 
 
 
 

Investment and Wealth Management Awards 2016

Winner - Best Wealth Manager for Tax Efficiency and Advice

Investment and Wealth Management Awards 2016

 

Wealth Adviser Awards 2015

Winner - Best Multi-Family Office Asset Manager

 

 


 

  

Citywealth Magic Circle Awards 2015

Winner - Accountancy Firm of the Year - Non Institutional 

 

 

 

 

 

 

  

STEP Private Client Awards 2014/15

Winner - STEP Multi-Family Office Team of the Year 

 

 
Portfolio Adviser, Wealth Manager Awards 2013 and 2015: Platinum Award

Winner - Best Balanced Portfolio Manager – Large firm  

 

 
 

 

The Business Magazine Solent Deals Awards 2014

Finalist - Corporate Finance Adviser
Finalist - Corporate Finance Team
Finalist - Deal of the Year (under £25m)

 

 

Eprivateclient Top 25 Financial Planning Companies 2013,14

Top 25 Financial Planning Companies, two years in a row

 

Portfolio Adviser, Wealth Manager Awards 2013 and 2014: Platinum Award

Best absolute return portfolio manager, second year in a row

 

Portfolio Adviser, Wealth Manager Awards 2013 and 2014: Gold Award

Best cautious portfolio manager - Large firm, second year in a row

 

 

Portfolio Adviser, Wealth Manager Awards 2013 and 2014: Gold Award

Best aggressive portfolio manager - Large firm, second year in a row

 

STEP Private Client Awards 2013/14

Winner - STEP Accountancy Team of the Year

 

 

STEP Private Client Awards 2013/14

Winner - STEP Investment Team of the Year 

 

STEP Private Client Awards 2013/14

Finalist - STEP Multi-Family Office Team of the Year

 

Citywire Wealth Manager, Investment Performance Awards 2013

Winner - Steady Growth Portfolio, second year in a row

 

Citywire Wealth Manager, Investment Performance Awards 2013

Shortlisted - Best Overall Large Firm

 

Spear's Wealth Management Awards 2013

Winner - Asset Management Firm of the Year for High Net Worths, second year in a row

 

PAM Awards 2013

Winner of Investment Performance - Defensive portfolios 

 

 

Private Client Practitioner 2013

Top 25 most admired companies

 
Spear's Wealth Management Awards 2012/13

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

 

  
EIS Association Awards 2012

Runner-up for the Best EIS Tax Adviser Award 

 

 

Citywire Wealth Manager, Investment performance award 2012

Winner - Large firm, third year in a row

 

 

Citywire Wealth Manager, Investment Performance Award 2012

Winner - Steady growth portfolio

 

 

Citywire Wealth Manager, Investment Performance Award 2012

Finalist - Aggressive portfolio

  

 

Citywire Wealth Manager, Investment Performance Award 2012

Finalist - Balanced portfolio

 

 

The British Accountancy Awards 2012

Finalist - National firm of the year

 

Private Client Practitioner

Top 25 IFA Companies 2012

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