Lucy Mitchell

Director, Outsourced investment services

Areas of expertise

Working with intermediaries: independent financial advisers, accountants and lawyers.

Experience

Lucy joined Smith & Williamson in 2015 as an associate director, primarily to further develop the Managed Portfolio Service via platforms as well as the Bespoke Discretionary Fund Management offering for the intermediary market.

She joined the firm from Canaccord Genuity Wealth Management where she was business development manager for four years. Prior to this Lucy was a client portfolio manager for SCD & Co.

Professional qualifications/memberships

Completed the Investment Management Certificate (IMC) and Investment Advice Diploma (IAD).

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