Smith & Williamson, the financial and professional services firm, is pleased to announce 22 promotions to Partner and Director.
The promotions, which are effective from 1st July 2020 and are listed in full below, are for positions across the group’s Financial Services, Professional Services and Support business streams.
David Cobb, Co-Chief Executive of Smith & Williamson, commented: “I would like to congratulate our new Partners and Directors. The ongoing contributions and commitment demonstrated by our people ensure we are well-placed to support our clients during the challenging times that some are currently facing.”
Kevin Stopps, Co-Chief Executive of Smith & Williamson, added: “These promotions to Partner and Director are well-deserved and recognise the efforts made by our people in helping to deliver an outstanding service to our clients. I am particularly pleased to see that roles covered by this announcement stretch right across the Group, demonstrating the strength and breadth of the services we offer to private clients and their business interests.”
Smith & Williamson and Tilney Group announced earlier this month that they have agreed a revised transaction structure for their proposed merger. The combined group will be known as Tilney Smith & Williamson upon completion and will be the UK’s leading integrated wealth management and professional services business. Subject to regulatory and anti-trust consent and the approval of Smith & Williamson’s shareholders, the merger is expected to complete in the second half of 2020.
PROMOTIONS TO PARTNER
|
Name |
Business Stream |
Office |
|
Anne McClean |
Financial Services |
London |
|
Richard Robson |
Financial Services |
Guildford |
PROMOTIONS TO DIRECTOR
|
Name |
Business Stream |
Office |
|
Sarah Bacon |
Professional Services |
Bristol |
|
Danny Button* |
Financial Services |
London |
|
Alexandra Bray |
Professional Services |
London |
|
Katherine Colledge |
Professional Services |
Bristol |
|
Claire Croad |
Support |
London |
|
George Flynn |
Financial Services |
Dublin |
|
Stuart Goodman |
Professional Services |
London |
|
Amy Harper |
Professional Services |
Southampton |
|
David Harris |
Financial Services |
Belfast |
|
Liz Hudson |
Professional Services |
London |
|
Peter Key |
Professional Services |
London |
|
Dominic Longley |
Professional Services |
London |
|
Lucy Mitchell |
Financial Services |
London |
|
Michelle Murphy |
Support |
London |
|
Ruth Powell |
Professional Services |
Bristol |
|
Barnaby Redwood |
Professional Services |
London |
|
Emily Spooner |
Professional Services |
London |
|
Steve Turbefield |
Financial Services |
London |
|
Dan Way |
Financial Services |
London |
|
Nicola Young |
Support |
London |
* effective 1st March 2020
Notes to editors
Smith & Williamson is a leading financial and professional services firm providing a comprehensive range of investment management, tax, financial advisory and accountancy services to private clients and their business interests. The firm’s c1,800 people operate from a network of 11 offices: London, Belfast, Birmingham, Bristol, Dublin (City and Sandyford), Glasgow, Guildford, Jersey, Salisbury and Southampton. Smith & Williamson is part of The Tilney Smith & Williamson Group.
DISCLAIMER
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication. Details correct at time of writing.
Smith & Williamson Holdings Limited
Regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. A member of Nexia International.
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