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Pooled funds; family offices; fund of funds; discretionary fund managers (DFMs), independent financial advisers (IFAs).
Andrew has maintained long-term relationships with the bulk of Smith & Williamson’s clients that are invested in our onshore and offshore fund ranges. His network of contacts allows him to identify opportunities and synergies.
As well as maintaining relationships in the North and in Scotland, Andrew is also responsible for some offshore territories and has a good understanding of the macro drivers and alternative investments.
Prior to joining Smith & Williamson, Andrew was director of investment advisory at Fortune Asset Management (Close Brothers) and was previously head of sales at Rothschild Asset Management.
Helped the pooled funds business develop into a recognisable entity.