Areas of expertise
Developing and managing new private clients; trusts; charity relationships.
Mark joined Smith & Williamson in 2012 after a career of over 30 years at Kleinwort Benson where he worked in a wide range of areas, first in investment and then private banking.
Mark’s existing clients’ assets range from £500,000 up to £8million. He has set up a bespoke portfolio for a £6million charity, assisted private clients with suitable investment strategies for their personal funds, pensions, and trusts and works with other parts of Smith & Williamson on clients’ overall financial planning.
He has particular expertise in quoted and private equity, debt and alternative asset classes.