Areas of expertise
Investment management for private clients; personal trusts; self-invested personal pensions (SIPPs); charity funds.
Jonathan has provided professional investment management services, both on a discretionary and non-discretionary basis, to a diverse range of private clients, multi-generational families, trusts, SIPPs and charities.
He ensures each portfolio is tailored to the requirements of the specific client by working closely with them on long-term investment strategies. For suitable clients, Jonathan has also introduced AIM investments for those who are considering inheritance tax (IHT) planning.
Jonathan is the fifth generation of the Cunningham family connected to Cunningham Coates, joining the firm in 1995. Cunningham Coates became part of the Smith & Williamson Group in 2001.
He was appointed director in 2004, managing director in 2010 and became a partner of Smith & Williamson LLP in 2013, remaining senior partner in the Cunningham Coates office.
PhD from Durham University, executive MBA from Queen’s University Belfast, Fellow of the Chartered Institute for Securities & Investment (CISI). Member of the Institute of Directors (IoD).