Stewardship & Responsible Investment

Smith & Williamson are signatories to the United Nations supported Principles for Responsible Investment and the UK Stewardship Code. As such this means that we are Responsible Investors, so we seek to invest our client portfolios in businesses that operate in a responsible manner. In practice this means that we incorporate the Environmental, Societal and Governance (ESG) issues, as well as financial issues when building a portfolio, and we use stewardship (active ownership including voting) to encourage firms to improve their ESG reporting and strategic thinking, so that all relevant factors are properly considered when assessing risk and reward. What it doesn’t mean is that we are imposing our own values on our clients. As bespoke discretionary managers clients are free to tilt their portfolios to their own constraints.


Get in touch

For further information please contact Lucy Ward.

Lucy Ward

Lucy Ward

Director – Stewardship & Responsible Investment

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