Iain Welsh

Areas of expertise

Discretionary investment management; charitable trusts; self-invested personal pensions (SIPPs); ISAs; individual portfolios.

Experience

Iain joined Smith & Williamson in 2007, having studied for a degree in Actuarial Mathematics & Statistics. Iain’s career has been spent managing both institutional investments and private client portfolios, acting for a variety of clients across a range of strategies.

Iain advises clients with newly-acquired wealth and those gradually growing their investment pool, as well as those with longstanding and inherited assets. Management of family groups is prevalent, in some cases advising no fewer than four generations of the same family.

Professional qualifications/memberships

Chartered Financial Analyst Charterholder, Member of the Chartered Institute for Securities & Investment (CISI).