What our clients say
We have developed a strong and professional relationship with Smith & Williamson which is important to us. Adrian and his team have a clear understanding of our requirements, and they consistently deliver above target results. Our portfolio continues to evolve in line with our changing requirements, our ethical policy and the ever-changing demands of the stock market. We highly value this relationship and look forward to the future with confidence.
I am a trustee of two charities managed by Smith & Williamson Investment Management in Birmingham (Harborne Parish Land, The James Lloyd Almshouses), and these are totally different in terms of size and objectives. Adrian and his team have a keen sense of understanding our challenges and have shown excellent flexibility in developing different solutions, too often common stockmarket investment issues, to meet our differing requirements.
William Cussans and his charities investment management team have managed the Bryanston School Foundation since 1995 and have brought a consistent and long term approach to our investments and become a most trusted adviser. Aside from being a delight to deal with they are of great assistance to the trustee board and school executive delivering excellent board reporting and advice on asset allocation and charity law. They always bring a deep insight and clear perspective into the challenges and issues of charity fund management, it is also pleasing to note that our Foundation has outperformed its benchmark since inception.
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.
Past performance is not a guide to future performance.