Smith & Williamson Investment Management

Who we are

Smith & Williamson is one of the largest, independently owned private client investment managers in the UK, with 450 staff – including 167 investment managers – and £15.9bn under management and advice (as at 31 December 2015). The firm has been providing wealth management services to HNW and UHNW individuals and families for over a century.

Regarded as one of the leading private client investment management firms, we have built up an enviable reputation over many years, earning the respect of our peers, competitors and clients. We are proud of what we have achieved.

Our business is built on preserving the wealth of our clients over the long term. Privately owned partnership facilitating wide equity participation among our partners and staff so that the objectives, careers and livelihoods of our key personnel are intrinsically linked to our clients’ long-term interests – rather than short-term profit.

What we do

Individual investment managers build long-term, trusted client relationships and take full responsibility for portfolios. We offer clients both scale and track record combined with the investment flair of a genuinely bespoke approach. A focus on understanding and anticipating clients’ long-term needs and providing the benefits of stability in a volatile economic environment has led to steady growth in personnel and funds under management.


Nick Richards
Partner - Business Development
+44 (0)20 7131 4095

Simon O’Donoghue
Director - Investment Management
+44 (0)1534 716820