Areas of Expertise
Management of investment portfolios; charities, not-for-profit organisations, private clients, self-invested personal pensions (SIPPs), trusts.
Luke is an investment manager based in our Birmingham office, having joined Smith & Williamson in 2013. He spent his first 3 years at the firm primarily assisting in the management of private client portfolios before joining the Charities Team in 2016. Prior to starting his career at S&W, Luke worked in a variety of investment sectors including private equity, venture capital and institutional fund management. He is responsible for the management of a number of charity and private client portfolios. He is a specialist in ethical investment management and has experience in managing portfolios for education, healthcare and religious charities.
Luke is a Chartered Member of the Chartered Institute for Securities & Investment (CISI) and is a holder of the CISI Level 7 Diploma in Wealth Management.