Our investment philosphy

Preserving and growing your wealth requires an approach that is tailored to you, your situation and your needs. Smith & Williamson offers bespoke investment management services delivered by a dedicated and experienced team of professionals.

Our Investment Philosphy

Our investment philosophy is underpinned by a core belief that your financial goals are unique and that the investment advice you receive and the management of your portfolio should be based on knowing what matters to you.

What are your investment objectives? What kind of time horizon do you have in mind? Do you have any financial concerns or specific income requirements? And, crucially, what is your attitude to risk?

The manager that you entrust to preserve and grow your assets needs to know all these important details and more.

As a client, you will receive a tailored approach, both in the delivery of the broader investment advice you receive and in the day-to-day management of your portfolio.

Meeting your needs

Personalised service

We aim to provide all our clients with a personal service from a close knit and dedicated team. 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.

Tailored solution

In line with our philosophy that individual clients have individual requirements, there is no "typical" Smith & Williamson portfolio. Instead, we work with our clients to understand their current, short-term and long-term requirements fully so that we can deliver the right approach for them and their families.

Risk-focused

Understanding clearly what each client means by risk is a fundamental part of our investment process. We believe that risk management deserves the same consideration and commitment as investment management to ensure that each portfolio is suitably positioned in relation to the client's mandate.

Flexible

We actively manage portfolios across a broad range of assets, focussing on readily realisable securities. We believe that it is crucial to be able to adjust portfolios as circumstances change, whether in the global economy or in our clients' personal affairs.

Our credentials

Scale

We manage a broad range of portfolios from personal savings to institutional-style mandates for clients including families and charities.

Professional/strong

With over 170 investment managers and low staff turnover, we provide you with consistency and continuity of service.

Longevity

We take pride in building long-term relationships and have been advising some families for many generations.

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.