Since their foundation over a century ago, Smith & Williamson has been managing the financial affairs of private clients and their business interests. Their focus is on wealth creation, wealth management and wealth preservation – a unique approach that singles us out from their peers and larger competitors. They are one of the top ten largest firms of accountants* in the UK and their investment management business has over £15billion of funds under management and advice (as at 30 September 2014). Their prime aim is to help their clients achieve their financial ambitions, both corporate and personal. Their clients are varied - private individuals, mid-large businesses, professional practices and non-profit organisations. Their business spans 11 principal offices in the UK, Ireland and Jersey, with locations in the City of London, Belfast, Bristol, Birmingham, Dublin, Glasgow, Guildford, Jersey, Manchester, Salisbury and Southampton, and an international capability in over 100 countries through membership of Nexia International (the 7th largest international accounting and consulting network) and M&A International.

Total investments

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Lead investments

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Investments · 12mo

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Active investors

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