Why Our Funds

To those who thought they’d changed the rules, we’ve changed them back.

Smith & Williamson Investment Management LLP is part of the Smith & Williamson group, a private Limited Liability Partnership with c.70% of equity mainly held by Partners and staff. Our objective is to deliver the most suitable and highest quality product solutions for your clients, as opposed to the unfocused, ‘flavour-of-the-month’ funds which have become prevalent in today’s market. This is reflected by our high quality FCA authorised or recognised fund range, covering equities, cash and fixed interest.

The Smith & Williamson boutique investment structure provides our team of talented fund managers with the ideal environment in which to perform. There is no prescriptive house investment style, and we are keen to nurture the ideas, knowledge and expertise of our investment teams. A testament to this is that we have fund managers who have enjoyed many years’ service at Smith & Williamson.

We have designed our fund range with clear and transparent objectives, so that we can meet the requirements of you, professional advisers, and your clients. We focus on being professional, trustworthy and effective in our approach at all times.

The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.
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