“We moved the management of our charitable funds to Smith & Williamson in early 2012. We have been delighted by the service that we have received from John and his team. They respond quickly to any queries and are always friendly and helpful. John attends our quarterly finance and investment committee and is always able to respond to detailed questions about our portfolio as well as give us an excellent, succinct and easily understood overview of world markets and current factors of influence.”
Caroline Duckworth, Chief Executive, Quartet Community Foundation
“We have developed a strong and professional relationship with Smith & Williamson which is important to us. Adrian and his team have a clear understanding of our requirements, and they consistently deliver above target results. Our portfolio continues to evolve in line with our changing requirements, our ethical policy and the ever changing demands of the Stock Market. We highly value this relationship and look forward to the future with confidence.”
Sister Kathleen Neenan, Sisters of Charity of St Paul the Apostle
“I am a trustee of two charities managed by Smith & Williamson Investment Management in Birmingham (Harborne Parish Land, The James Lloyd Almshouses), and these are totally different in terms of size and objectives. Adrian and his team have a keen sense of understanding our challenges and have shown excellent flexibility in developing different solutions, too often common stockmarket investment issues, to meet our differing requirements.”
“William Cussans and his charities investment management team have managed the Bryanston School Foundation since 1995 and have brought a consistent and long term approach to our investments and become a most trusted adviser.
Aside from being a delight to deal with they are of great assistance to the trustee board and school executive delivering excellent board reporting and advice on asset allocation and charity law. They always bring a deep insight and clear perspective into the challenges and issues of charity fund management, it is also pleasing to note that our Foundation has outperformed its benchmark since inception.”
David Potter, Chairman of Trustee, Bryanston