Areas of expertise
Ollie joined Smith & Williamson in 2015 and brings experience in successfully delivering a range of investment services to private clients, family offices, charities and trusts. These services include discretionary portfolio management, wealth structuring and investment advisory services.
BSc in economics from University of Birmingham and graduate of Harvard Business School’s Programme for Leadership Development. Ollie is a Chartered Wealth Manager, a Fellow of the Chartered Institute of Securities & Investment (CISI) and has the CISI Master’s in Wealth Management.