Discretionary investment management

We seek attractive investment opportunities to preserve and grow your wealth, concentrating on meeting your goals in a flexible and efficient manner.

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Smith & Williamson's discretionary investment management services will give you the peace of mind that your assets are being expertly managed on your behalf within agreed parameters carefully matched to your objectives.

Meeting your needs

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 in Dublin 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.

Proven

We have been managing our clients’ portfolios for many years, and our independently assessed track record over the last 12 years shows our success in consistently adding value in rising and falling markets.

Coordinated

We will work closely with your other professional advisers where required to help ensure you receive a co-ordinated service. 

How we can help

Smith & Williamson can help you with a wide range of investment management services.

To find out more about how we can help, please contact one of the investment team on +353 1 500 6500.

For all other Smith & Williamson offices, check our locations. You can also reach departments and partners here.

Our credentials

Informed

Through our work with a wide range of clients we are close to the issues that matter to you and your business enabling us to tailor bespoke advice to help you gain the optimum results.

Expert

We work with hundreds of clients and understand how to create and evolve personal and business financial plans to successfully support growth.

Connected

Our offering is unique. It is rare that a firm can provide you such a wide range of personal, business and financing advice under one roof. Our truly multi-disciplinary expertise can be fully leveraged from day one or on an ad hoc basis as required.

Dedicated

You’ll receive high touch, hands-on support and advice from our partner led teams with a genuine understanding of your business and industry, as well as the connections and track record to deliver results. For over thirty years Smith & Williamson clients have been guided by our extensive knowledge and expertise.

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.