Smith & Williamson has announced the appointment of Jules Porter as a director in its Guildford office’s investment management team.
Jules joins from Investec and has worked in the industry for 25 years. He specialises in discretionary investment management for individuals, families and family trusts, as well as charities. Jules’s main area of expertise is constructing and managing bespoke portfolios and he works closely with clients to help them achieve their financial objectives over the long term.
Maggie Lowe, head of Smith & Williamson’s Guildford office said: “We are delighted that Jules has joined our growing investment team. He brings vast experience and expertise to the office and his approach to looking after clients, and their wealth, is very much in tune with ours.”
Based in the centre of Guildford, the investment management team works alongside specialists in pensions, personal financial planning, tax and accountancy. Clients of the office include individuals, businesses, trusts and charities.
Maggie continues: “Given the unpredictable nature of today’s financial markets, a considered and personal approach to investment management has never been more important.”
Jules added: “I have long admired the breadth of services that Smith & Williamson is able to offer and its unique approach to client care. I am delighted to now be a part of its partner-led culture, and look forward to a long and successful future for me, and more importantly, for my clients, at Smith & Williamson.”
Smith & Williamson has won a number of recent awards including Spears Wealth Management Awards 2018 – Winner of Family Office Services Provider of the Year, and the Charity Times Awards 2018 - Winner Investment Management. Please note past performance is not a guide to future performance.
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 professional and financial services group with over 1,700 people. The group is a leading provider of investment management, financial advisory and accountancy services to private clients, professional practices and mid-to-large corporates. The group has twelve offices; these are in London, Belfast, Birmingham, Bristol, Cheltenham, Dublin (City and Sandyford), Glasgow, Guildford, Jersey, Salisbury and Southampton.