Ian Richley

Areas of expertise

Bespoke investment portfolios; private clients; charities.

Experience

Ian is responsible for managing bespoke investment portfolios for private clients and charities. He has over 20 years’ experience in the industry.
He began his career at Nat West Markets in 1995 before joining Greig Middleton in 1999. Ian joined Smith & Williamson as an Associate Director in 2007 where he helped set up the successful investment office in Bristol. He was made a director in 2009 before becoming a partner in 2013.
He has managed multi-asset portfolios across generations for wealthy families, as well as managing endowment and other portfolios for some of the best known charities in the South West of England. He is Chairman of the Bristol Investment committee.

 

Professional qualifications/memberships

Associate of the UK Society of Investment Professionals (SIP), Associate of the Chartered Institute for Securities & Investment (ACSI), BA (Hons) Economics. Holds ASIP qualification.
 

 

You can find Ian at:

  • Bristol

 

Departments:

  • Investment management

Contact us

Ian Richley profile image
Ian Richley

Partner Bristol +44 (0)117 376 2223

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