Charity investment team

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

We are one of very few investment managers who are able to offer institutional and charity investment management from all our offices throughout the UK and Ireland. We understand that stability of staff is integral to building a relationship and at Smith & Williamson, our Charity team have an excellent reputation for the high quality of service provided to clients. As part of this we build long-term relationships 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

 

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