Everyone has different needs, aspirations and time horizons. We don’t believe in a one-size-fits-all approach.

Tax is likely to represent the biggest financial outlay over the course of your lifetime, yet many of us are simply too busy to dedicate the time required to ensure our tax affairs are in order and we’re not paying more than is due.

As life expectancy increases, you need to be sure you are financially prepared not only for your retirement, but also for any care you might need in later life.

Whether you’re a private client, family office, trustee or corporation operating in multiple jurisdictions, we understand the challenges and pressures you face.

Providing wealth management services to the holders of substantial private capital, their families, trusts and companies, both in the UK and internationally has been a major part of our business since its launch in 1881.

Whether it’s generating investment returns without eroding capital or other requirements, a bespoke investment portfolio reflecting your specific attitude to risk and ethical principles can help your charity meet its strategic goals effectively.

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.

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

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.

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