Philip Kelly

Philip Kelly

Investment management

Areas of expertise

Charities; private clients; defined benefit pension schemes.

Experience

Philip joined the Smith & Williamson graduate programme in 2015 and is an investment manager on the Charities Team. He graduated from Cambridge with a double first in history and is a member of the Chartered Institute for Securities and Investment. Alongside his role on the Charities Team Philip is also one of the firm’s real estate analysts.

Professional qualifications/memberships:

  • History degree, University of Cambridge (2015)
  • Chartered Wealth Manager Qualification (2016) & member of the Chartered
  • Institute of Securities & Investments
    Candidate for the Level III CFA exam

Contact Philip