John Erskine

Areas of expertise

Fund management; private clients; trusts, pension funds; charities.

Experience

John heads the investment management team in Smith & Williamson’s Bristol office and is the regional head of private clients, responsible for developing business across six offices.
Since moving to Bristol in 1990, John has been involved in the long-term management of diversified investment portfolios on behalf of a number of families and their trusts. He has experience working with landed families who have complicated investment issues, including an instance of gradually reducing a family’s exposure to a listed company enabling them to pass assets on to the younger generation.
John also has a special interest in charity fund management and has looked after some of the more significant Bristol charities for more than 20 years.

Professional qualifications/memberships

Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

 

You can find John at:

  • Bristol

 

Departments:

  • Investment management - Charities
  • Investment management

Contact us

John Erskine profile iamge
John Erskine

Head of Regional Investment Bristol +44 (0)117 376 2189

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