Integrated wealth management

Protecting and enhancing your family’s financial assets and business interests over the long term is best served through an integrated approach to wealth management.

Integrated Wealth Management

We are a broad based advisory firm, offering clients a unique combination of expertise under one roof including: investment management services, tax advice (personal and corporate) and financial planning.

Clients leveraging these capabilities benefit from our ability to explore the full overall context of their situation and requirements, leading to more effective planning.

This bespoke approach means that our integrated wealth management strategies are truly aligned to a family’s financial objectives.

Meeting your needs

Co-ordination

From investment management to financial planning and tax advice, you’ll get a single point of contact to handle all your family’s requirements, or to co-ordinate with other advisers, depending on your needs.

Investment management

The core of our investment service is discretionary portfolio management. We don’t believe in a one-size-fits-all approach. We take the time to get to know you and understand your needs, objectives and aspirations, constructing your portfolio to your specific requirements.

Tax issues

In a fast-changing global tax environment, where there’s ever-greater scrutiny from the tax authorities, we can help you manage and plan your family’s personal and business tax affairs – in the UK and overseas.

Financial planning

From complex financial reviews, to advice on pensions and retirement planning, we’ll help ensure your income and capital are working for you and your family in the most effective way.

Cash management

We can provide accounts in all major currencies, as well as settling investment transactions where necessary. Interest is calculated by reference to the base rate for the relevant currency.

Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

Your eligible (UK only) deposits with Smith & Williamson Investment Services Limited are protected up to a total of £85,000 by the Financial Services Compensation Scheme (FSCS), the UK’s deposit guarantee scheme. Any deposits you hold above the £85,000 limit are unlikely to be covered.

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