Areas of expertise
Family portfolios; onshore and offshore trusts; self-invested personal pensions (SIPPs); open-ended investment companies (OEICs).
Ben joined Smith & Williamson in 2007 and manages discretionary investment portfolios for private clients including their trusts, SIPPs and ISAs. He is experienced in working with more complex family structures and issues around inheritance and succession planning.
He works closely with several wealthy families, often spanning multiple generations, providing bespoke investment strategies in a wide range of tax environments. Ben also has experience managing assets within offshore structures that invariably have a more global focus and require frequent liaison with other trusted advisers.
Member of the Chartered Institute for Securities & Investment.