Chris McCleane

Areas of expertise

Private client; charities; trusts and limited companies; discretionary and non-discretionary investment management.

Experience

Chris joined Smith & Williamson in 1987 and has built a substantial client base over the past 30 years owing to his extensive experience managing charity and trust investment portfolios as well as self-invested personal pensions (SIPPS) and private clients. He manages investments for several generations of families, advising them on inheritance and succession planning.

He has established a large network of professional contacts and sits on the board of two Northern Irish charities.
Chris was appointed a director of Smith & Williamson in 2008 and a partner of Smith & Williamson Investment Management LLP in 2013.

Professional qualifications/memberships

• Fellow of the Chartered Institute for Securities & Investment (CISI) and a Fellow of the Institute of Directors (IoD).