Awards
We know what we stand for at Smith & Williamson and have drawn on these same values since 1881. And it just so happens that the way we work strikes a chord with our clients and with the industry, too. Read on to see which awards we’ve won and been short-listed for.
Citywire Wealth Manager, Investment performance award 2011
- Winner - Best large firm
- Winner - Balanced Portfolio
- Winner - Aggressive Portfolio
Private Client Practitioner
- Top 25 Accountancy Firms 2011
Financial Times and Investors Chronicle Wealth Management Awards 2011
- Winner of the Best Balanced Wealth Manager
PAM Awards 2011
- Winner of Investment Performance - Abosolute Returns Portfolios
STEP Awards 2010/2011 - Shortlisted
- Multi-Family Office Team of the Year
STEP Awards 2010/2011 - Winners
- Investment House of the Year
LexisNexis Taxation Awards 2010 - Winners
- Taxation Awards 2010 - Winners of the Best High Net Worth Team
Investors Chronicle and FT Wealth Management Awards, 2010
- Winners of the Best Growth Wealth Manager and the Best Wealth Manager for Inheritance Tax and Succession Planning
M&A Awards 2010
- Winners of Small Deal of the Year
LexisNexis Taxation Awards 2010 - Finalists:
- Shortlisted for Best Tax Team in a Large Firm
STEP awards 2009/10
- Winner of Investment House of the Year - at the annual STEP (Society of Trust and Estate Practitioners) Private Client Awards
PAM Awards 2009
- Winner of Investment Performance - Income
Managing Partners Forum European Practice Management Awards 2008
- Winner of the prestigious 'Best Managed Firm' title at the Managing Partners' Forum 2008 European Practice Management Awards
STEP Awards 2008/9:
- Winner of Accountancy Team of the Year - at the annual STEP (Society of Trust and Estate Practitioners) Private Client Awards
Lipper Awards 2008:
- 1st place in the Mixed Asset GBP Balanced UK sector in recognition of the excellent risk adjusted performance over 3 years achieved by James Burns and Nick Marshall
- Smith & Williamson MM Global Investment Fund placed 1st over 5 years in the Equity Global High UK sector
LexisNexis Taxation Awards 2008:
- Best Tax Team in a Large Firm - Finalist
PAMonline Awards 2008:
- Investment Performance: Income - Finalist
- Investment Performance: Balanced Portfolios - Finalist