Awards

We’re proud winners of many awards. Our values and the way we work at Smith & Williamson strike a chord with our clients and industry peers, demonstrated by the multiple accolades we have collected and for which we have been shortlisted.

 

Spears Wealth Management Awards 2018

Winner – Family Office Services Provider of the Year

Charity Times Awards 2018

Winner - Investment Managment

 

Wealth Adviser Award Winner 2018

Best Wealth Manager - Charities

Wealth Adviser Award Winner 2018

Best HNW Team


MPF Awards for Management Excellence 2018

Best Managed National Firm

MPF Awards for management Excellence 2018

Best Co-ordination in Winning New Work

 

PAM Awards 2018

Winner Investment Performance - Defensive Portfolios

 

Football Business Awards 2017

Winner - Best Professional Service Business Supporting Football

Citywire Wealth Manager, Investment Performance Awards 2017

Winner - Best Overall Large Firm

 

British Accountancy Awards 2017

Winner - National Firm of the Year

Citywealth Magic Circle Awards 2017

Winner - Best Private Wealth Manager

 

eprivateclient Top Trust Companies 2012, 13, 14, 15, 16, 17
Top 25 Trust Companies, six years in a row

 

eprivateclient Top Accountancy Firms 2011, 12, 13, 14, 15, 16, 17
Top Accountancy Firms, seven years in a row

 

Investment and Wealth Management Awards 2016

Winner - Best Wealth Manager for Tax Efficiency and Advice

Wealth Adviser Awards 2015
Winner - Best Multi-Family Office Asset Manager

Citywealth Magic Circle Awards 2015
Winner - Accountancy Firm of the Year - Non Institutional

STEP Private Client Awards 2014/15
Winner - STEP Multi-Family Office Team of the Year

Portfolio Adviser, Wealth Manager Awards 2013 and 2015: Platinum Award
Winner - Best Balanced Portfolio Manager – Large firm

The Business Magazine Solent Deals Awards 2014
Finalist - Corporate Finance Adviser
Finalist - Corporate Finance Team
Finalist - Deal of the Year (under £25m)

Eprivateclient Top 25 Financial Planning Companies 2013,14
Top 25 Financial Planning Companies, two years in a row

Portfolio Adviser, Wealth Manager Awards 2013 and 2014: Platinum Award
Best absolute return portfolio manager, second year in a row

Portfolio Adviser, Wealth Manager Awards 2013 and 2014: Gold Award
Best cautious portfolio manager - Large firm, second year in a row

 

Portfolio Adviser, Wealth Manager Awards 2013 and 2014: Gold Award
Best aggressive portfolio manager - Large firm, second year in a row

STEP Private Client Awards 2013/14
Winner - STEP Accountancy Team of the Year

 

STEP Private Client Awards 2013/14
Winner - STEP Investment Team of the Year

STEP Private Client Awards 2013/14
Finalist - STEP Multi-Family Office Team of the Year

Citywire Wealth Manager, Investment Performance Awards 2013
Winner - Steady Growth Portfolio, second year in a row

Citywire Wealth Manager, Investment Performance Awards 2013
Shortlisted - Best Overall Large Firm

Spear's Wealth Management Awards 2013
Winner - Asset Management Firm of the Year for High Net Worths, second year in a row

 

PAM Awards 2013
Winner of Investment Performance - Defensive portfolios

Private Client Practitioner 2013
Top 25 most admired companies

Spear's Wealth Management Awards 2012/13
Winner - Asset Management Firm of the Year for High Net Worths

EIS Association Awards 2012
Runner-up for the Best EIS Tax Adviser Award

Citywire Wealth Manager, Investment performance award 2012
Winner - Large firm, third year in a row

 

Citywire Wealth Manager, Investment Performance Award 2012
Winner - Steady growth portfolio

 

Citywire Wealth Manager, Investment Performance Award 2012
Finalist - Aggressive portfolio

Citywire Wealth Manager, Investment Performance Award 2012
Finalist - Balanced portfolio

The British Accountancy Awards 2012
Finalist - National firm of the year

Private Client Practitioner
Top 25 IFA Companies 2012

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.

Past performance is not a guide to future performance.