We will soon be changing our name to Evelyn Partners
Having merged our businesses into one, we are now ready to operate under a single brand to offer our clients the best of everything we do.
10th Annual Survey of Law Firms in Ireland
The immediate impact of the pandemic may be ebbing, but law firms must now deal with new challenges. In our 10th Annual Survey of Law Firms in Ireland, we show how they are adapting to the new normal, from agile working and new technology to a changing economy. This ‘new normal’ may present a chance to create a new more effective operating model that works for businesses and people navigating a world of increasing uncertainty.
The National Family Business Sentiment Report 2021
The 6th Defined Benefit & Approved Retirement Fund Webinar
Smith & Williamson is delighted to be hosting our sixth seminar for Members of Defined Benefit Pension Schemes on Friday 22nd October at 11am.
Investment Outlook March 2022
Even before the Ukraine crisis emerged, markets were looking fragile. A shift in monetary policy direction from central banks in response to mounting inflationary pressures had pushed bond yields higher. This prompted a significant sector rotation in markets – away from US, growth and technology towards less rate-sensitive ‘old world’ sectors.
Welcome to Smith & Williamson
For over a century, we have managed the financial affairs of private clients and their business interests. With over 1,700 people in 11 offices in the UK, Ireland and Jersey, we are a leading investment management business. Clients, whether individuals or companies, value our ability to provide tailored financial and professional services to enable them to achieve their ambitions.
Fraudulent activity
We are aware of certain fraudsters impersonating Smith & Williamson and using our name for potentially fraudulent activities. Click to view additional information.
How we support your business
Running a business requires intuition, skill and stamina. Through our accountancy, investment management and tax advisory offering, we provide support to our business clients so they can focus on what is important. We work with a range of business clients from intermediaries, trustees, small businesses and start-ups, to quoted multinational groups.
Whether you need support on acquisitions or to raise funding, we have an unrivalled network to help you achieve your strategic goals. We offer a range of services to sustain growth or secure an exit. Our expertise covers international expansion and new markets, but also trade sale advice, IPO support and financial planning post-exit. At each stage, we think about the solution that fits your particular needs, drawing on the knowledge of the whole business.
Business advisory
Advice and solutions to define and execute business strategy and achieve your business goals.
Scaling up a business
Through our dedicated Scale up team we help you confidently expand, consolidate and compete in Ireland and beyond, offering wide ranging capabilities, supports and advice for your business and its leaders.
Succession planning
It is vitally important to start succession planning early. The search for a new leader for your business should not begin when you are planning to sell up or retire.
How we support you
We have served our clients with dedication, skill and efficiency for over a century, offering a broad range of integrated services. We help you meet your financial goals by understanding your individual circumstances and ambitions. We stand behind our clients, helping them plan, build and grow their wealth. Our relationships with our clients are long-term and collaborative.
We offer a wide range of private client wealth services to support you. From planning for the future, to leaving a legacy, to helping you with changing circumstances such as divorce or later life care, we bring together the knowledge and expertise of more than 1,400 people. We think deeply about the right solution for you, taking input from across the business, but with a single, senior point of contact. We believe this personal, thoughtful approach sets our business apart.
Planning for your family's financial future
Your financial needs and those of your family will inevitably change over time. Forward planning can give you peace of mind over your financial future.
Managing your wealth
Preserving and growing your wealth to give you financial security now and in the future requires an approach to investment that is as individual as you are.
Preparing for retirement
Ensure that you have sound financial plans in place to fund your retirement needs.
View all our services
View all our business services
We can help you with a range of challenges your business may face. Click the button below to find out more.
View all personal services
From planning your retirement, to tax services and investment management. We can support your financial ambitions.