Client relationship

The Client relationship team in Smith & Williamson Fund Administration is focused on ensuring that you always receive a supportive, knowledgeable and efficient service, tailored to your specific needs, whether you are an investment manager, family office or private individual.

Client Relationship

We place great emphasis on working in close partnership with our clients.

As a client, you will benefit from a dedicated team responsible for the establishment of new funds and management of change.

When a request for change is made, the Client relationship team will establish the legal, technical and operational requirements and manage the change process together with both our dedicated Transitions team and Operational assurance team to ensure we provide help and support every step of the way.

The Client relationship team will provide support and advice to help you resolve any issues that may arise. You will always be able to speak to someone who is familiar with your affairs and can answer any queries promptly.


You will receive a single senior point of contact with the expertise and knowledge to assist, whatever your requirements. We will work closely with you to understand your concerns and answer any queries you may have. The team has a presence in London and Glasgow, and we are always available to meet or speak with you.


Many clients are won by word of mouth and we take pride in building long term relationships and develop our services as requirements change. We work closely with our clients and will always act in their best interests.


The Client relationship team has experience spanning several decades. This expertise feeds into the relationship meetings that form part of the suite of services provided by us.

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