Areas of expertise
Private clients; charities; self-invested personal pensions; corporates; trusts.
Having started his career with a ‘big four’ firm, Wayne joined Cunningham Coates in 2001 and was appointed partner of Smith & Williamson Investment Management LLP in 2013. He manages investments for a diverse range of clients on both a discretionary and non-discretionary basis. Ensuring the client is front and centre, his focus on client care, approachable and friendly manner combines well with his expertise to enable long-term relationships and trust to be forged. This enables suitable and tailored portfolios to be developed in line with clients’ objectives, risk profile and expectations.
He also plays a key role in developing strategy within the firm as well as leading the implementation of marketing, business development and social media opportunities.
- Fellow of the Chartered Institute for Securities & Investment (CISI), former president of the NI branch (2013-2015).
- Masters in finance (MSc) from Queens University of Belfast; BA (hons) in business administration, level 6 (degree equivalent) diploma in securities and investment; and a Level 6 diploma in leadership and management.
- Also a member of the Institute of Directors (IoD).