Areas of expertise
Discretionary investment management of private clients and multi-generational family wealth. Family Investment Companies, Lloyd’s of London Portfolios, Self Invested Personal Pensions, and offshore accounts.
Jamie joined Smith & Williamson in 2014, having previously worked at HSBC Global Markets and Barclays Wealth. He manages bespoke portfolios predominately for families and works closely with other professional advisors to ensure the investments are in the most appropriate and tax efficient product structure.
- Jamie graduated from the University of Glasgow in 2011 with a MA (Honours) degree in Economics and later studied for a Master of Science in Financial Risk Management from the same institution, graduating in 2013.
- He holds the Chartered Wealth Management qualification and is a Chartered Fellow of the Chartered Institute of Securities & Investments (CISI).