Investment management services - Private client

Whether you are looking to generate income, preserve capital or safeguard your assets against inflation, a properly diversified investment portfolio can help you achieve these goals.

We are proud to say that there is no such thing as a 'typical' Smith & Williamson solution because our recommendations are devised around your individual needs.

We take the time to get to know you and fully understand your priorities and attitude to risk before building a portfolio unique to you. It’s important to remember that 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.

Meeting your needs

 

Discretionary

The core of our service is discretionary investment management of bespoke diversified portfolios. This gives you the peace of mind that your portfolio is being expertly managed on your behalf within agreed parameters carefully matched to your objectives.

Bespoke

Taking time to understand your situation is at the heart of our approach. Your investment manager will help define your objectives, taking into account your current, short-term and long-term requirements. We will construct a portfolio to suit your current needs but recognise that circumstances can change and maintain the necessary flexibility to reflect this.

Personal

You will have direct access to your investment manager and the team who help manage your portfolio. This means you can always pick up the phone to someone who will be familiar with your investments.

Independent

We are an independently-owned company, majority owned by our partners, staff and former employees. So our interests are closely aligned with yours. We take personal pride in maintaining and building your assets - often across several generations.

 

How we can help

 

Our credentials

 

Heritage

We have over a century's experience in managing private client wealth. The family of our first-ever client remains a client today.

Breadth

We have more than 170 investment managers, diligently catering for our clients' individual requirements.

Experience

We have around £20.8 billion of funds under management and advice, the majority for private clients, as at 31 March 2019.

Recognition

We have won numerous industry awards that recognise our performance and service to high net worth clients.

Capital at risk. 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.