Areas of expertise
Private clients, family OEICs, offshore trusts, charities.
Experience
Rory joined Smith & Williamson in June 2017. He has over 15 years investment experience in the investment management industry, focusing on investment management for private clients, family offices, international trusts and charities.
Rory’s experience centres on facilitating bespoke portfolio solutions to meet client requirements, blending equities, fixed income and alternative investments. He has implemented these strategies for clients in various tax jurisdictions, working closely alongside professional advisers where required.
Professional qualifications/memberships
- Chartered Wealth Manager
- Chartered Fellow of the Chartered Institute for Securities & Investment