Fraudulent activity

We are aware of certain fraudsters impersonating Smith & Williamson and using our name for potentially fraudulent activities. Click to view additional information.

 

We have served our clients with dedication, skill and efficiency for over a century, offering a broad range of integrated services. We help you meet your financial goals by understanding your individual circumstances and ambitions. We stand behind our clients, helping them plan, build and grow their wealth. Our relationships with our clients are long-term and collaborative.

We offer a wide range of private client wealth services to support you. From planning for the future, to leaving a legacy, to helping you with changing circumstances such as divorce or later life care, we bring together the knowledge and expertise of more than 1,400 people. We think deeply about the right solution for you, taking input from across the business, but with a single, senior point of contact. We believe this personal, thoughtful approach sets our business apart.

Professional advisers



Investment Management Funds

Investment management funds

As a privately owned, boutique fund management business, we are dedicated to achieving strong fund performance and doing so with integrity. Our regulated funds cover equities, fixed interest and cash.

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Outsourced Investment Services DFM MPS AIM

Investment management - DFM, MPS, AIM

We offer access to a managed portfolio service (MPS) and discretionary bespoke portfolios, drawing from our extensive experience and investment expertise.

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Fund Administration

Fund administration

Our fund administration team is particularly well placed to provide the range of expertise required in the set-up and ongoing administration of OEICs and AUTs.

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Credit Cards

Stay alert to investment fraud - Capital NCL

We are aware of a potential investment fraud by a French language website illegally using Smith & Williamson’s registered address at 25 Moorgate, London.

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