Charity investment team

We pride ourselves in being able to offer our clients a personal service from a close-knit and dedicated team.

We understand that stability of staff is integral to building a relationship and at Smith & Williamson, our Charity team have an excellent reputation of delivering a continuity of service that we know is important. Just as importantly we like to build long-term relationships and hope our team are people that you come to trust.

In addition to working directly with your Charity, our team has wide experience in liaising with trustees, lawyers and accountants, ensuring that a genuinely holistic view is taken.

Please contact Sharon Hanshaw, Business Development Manager for assistance - 020 7131 8214.

Business development team

 

Institutional investment managers

 

General charity investment managers