Everyone has different needs, aspirations and time horizons. We don’t believe in a one-size-fits-all approach.
Meeting your needs
The core of our service is discretionary investment management of bespoke diversified portfolios. This gives you the peace of mind that your portfolio is being expertly managed on your behalf within agreed parameters carefully matched to your objectives.
Taking time to understand your situation is at the heart of our approach. Your investment manager will help define your objectives, taking into account your current, short-term and long-term requirements. We will construct a portfolio to suit your current needs but recognise that circumstances can change and maintain the necessary flexibility to reflect this.
You will have direct access to your investment manager and the team who help manage your portfolio. This means you can always pick up the phone to someone who will be familiar with your investments.
We are an independently-owned company, majority owned by our partners, staff and former employees. So our interests are closely aligned with yours. We take personal pride in maintaining and building your wealth - often across several generations.
We have been managing our clients’ portfolios for over 100 years, and our independently assessed track record over the last 12 years shows our success in consistently adding value in rising and falling markets.
We will work closely with your other professional advisers where required to help ensure you receive a co-ordinated service.
How we can help
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.
We are one of the largest and most respected independently owned private client investment managers in the UK.
We have over a century’s experience in managing private client wealth. The family of our first-ever client remains a client today.
We have around £21.8 billion of funds under management and advice, the majority for private clients, as at 30 June 2019.
We manage a broad range of portfolios from personal savings to institutional-style mandates for wealthier families and charities.
We have more than 170 investment managers, diligently catering for our clients’ individual requirements.
Low staff turnover – with many of our people working with us for 20 years or more – allows for the continuity of client/adviser relationships across many years.
Many of our clients rate us as excellent or above average at meeting their investment objectives.
We have won numerous industry awards that recognise the excellence of our performance and service to high-net-worth clients.
Get in touch
International client indices
The S&W International Client Indices are a set of calculations which indicate the returns that clients might expect from the investment strategies that we offer. Our Portfolios are bespoke to meet a client’s needs, so it is unlikely that returns will reflect the movement of the indices exactly.
GBP Strategy D client indices
The S&W GBP Strategy D Indices are a set of calculations which indicate the returns that clients might expect from the investment strategies that we offer. Our Portfolios are bespoke to meet a client’s needs, so it is unlikely that returns will reflect movement of indices exactly.
Euro private client indices
The S&W Euro private client Indices are a set of calculations which indicate the returns that clients might expect from the investment strategies that we offer. Our Portfolios are bespoke to meet a client’s needs, so it is unlikely that returns will reflect the movement of the indices exactly.
S&W interest rates are applied on a tiered basis, either on a managed rate or reference rate basis depending on currency. Our interest calculation policy and current rates are published on the Schedule of Interest Rates.