Areas of expertise
Private clients, family OEICs, offshore trusts, charities.
Rory joined Smith & Williamson as a director in June 2017. He has over 11 years investment experience and manages portfolios for both UK and international clients, their families, trusts and charities.
He constructs bespoke portfolios for clients, applying a global outlook and incorporating traditional asset classes alongside alternative investments.
Prior to joining Smith & Williamson, Rory was a Portfolio Director at GAM in London.
- Chartered Wealth Manager
- Chartered Fellow of the Chartered Institute for Securities & Investment