Smith & Williamson Investment Services Limited,UK
About Smith & Williamson Investment Services Limited
Founded in Glasgow in 1881, Smith & Williamson has been managing the financial affairs of private clients and their business interests for over a century.
The firm has grown and evolved over the years to offer a full and innovative range of services. We merged in 2002 with NCL (Securities) Limited (incorporating Cunningham Coates, in Northern Ireland) and in 2005 with Solomon Hare (an accounting and financial advisory firms in the UK). These mergers, along with the acquisition in 2011 of the tax business of Begbies Traynor Group plc, have contributed to our growth and success.
We are now one of the ten largest firms of accountants in the UK* and our investment management business has around £16bn of funds under management and advice (as at 31 March 2016).
With 1,500 people in 13 offices in the UK, Ireland and Jersey, our firm’s unique selling point is its ability to provide a distinctive proposition of complementary financial and professional services that meet the needs of our clients.
*According to the latest survey of the market by Accountancy Age
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Employee benefits and HR consulting
Fixed income advisory and dealing service
Investment management – discretionary fund management
Investment management – funds
Investment management – institutional and charities
Investment management – private clients
Personal financial planning
Private banking services
Private client tax services
Restructuring and recovery services
Tax services to businesses