Smith & Williamson, the accountancy, investment management and tax group announces promotions to partner for 2017.
In all, 13 promotions to partner have been announced, with five across the investment management business, which serves private clients, trustees, charities and institutions. Three promotions have also been made in the firm’s private client tax department which advises individuals, families and business owners on tax matters.
Partner promotions, Smith & Williamson, July 2017
| Ashley Higgs | Accounting & Business Services | Birmingham |
| Lindsay Manson | Accounting & Business Services | London |
| Matthew Watts | Business Tax | London |
| Andrew Cunnington | Financial Services | London |
| Nuala Devine | Investment Management | Belfast |
| Caroline Dyson | Investment Management | London |
| Lisa Henderson | Investment Management | Guildford |
| Graeme Little | Investment Management | Bristol |
| Louise Thornhill | Investment Management | Bristol |
| Julia Rosenbloom | Private Client Tax | Birmingham |
| Lee Webster | Private Client Tax | Salisbury |
| Krista Woodman | Private Client Tax | Cheltenham |
| Adam Stephens | Recovery and Restructuring | London |
Kevin Stopps, co-chief executive and managing partner of tax and business services commented, “in 2017, we are delighted to be announcing a large number of promotions to partner, reflecting some outstanding contributions to the firm and also demonstrating the strength and breadth of the services we offer to private clients and their business interests.”
David Cobb, co-chief executive and managing partner of investment management and banking added, “I would like to congratulate our new partners. They have clearly demonstrated to us and our clients their significant advisory capabilities but also their pride in living, and encouraging, the firm’s key values.”
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. 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 publication.
Notes to editors
Smith & Williamson is an independently owned financial and professional services group. The firm is a leading provider of investment management, financial advisory and accountancy services to private clients, professional practices, entrepreneurs and mid-to-large corporates. The group’s c1,700 people operate from a network of twelve offices: London, Belfast, Birmingham, Bristol, Cheltenham, Dublin (City and Sandyford), Glasgow, Guildford, Jersey, Salisbury and Southampton.
Risk warning
Investment does involve risk. The value of investments and the income from them can go down as well as up. The investor may not receive back, in total, the original amount invested. Past performance is not a guide to future performance. Rates of tax are those prevailing at the time and are subject to change without notice. Clients should always seek appropriate advice from their financial adviser before committing funds for investment. When investments are made in overseas securities, movements in exchange rates may have an effect on the value of that investment. The effect may be favourable or unfavourable.
Smith & Williamson LLP
Regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. A member of Nexia International.
Smith & Williamson Investment Management LLP
Authorised and regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate all of the products and services referred to here.
The word partner is used to refer to a member of Smith & Williamson LLP and Smith & Williamson Investment Management LLP.
