John Davies

John Davies

Partner, Investment management

Areas of expertise

Investment management

Experience

John joined Smith & Williamson in 2012, having started his career in 2006 with Berry Asset Management in London. John manages investments for individuals, families and their trust’s whilst also looking after a number of charity portfolios.

John is a Trustee of the Clifton College Endowment Fund and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

He continues to grow his client base via new business wins and referrals from existing clients.

Professional qualifications/memberships

Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

 

Contact John

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