Private clients

Since our foundation 120 years ago, we’ve offered dependable financial management for private clients, along with their family and business needs. Now our combined investment management business, Smith & Williamson Investment Management, is one of the largest independent private client investment managers in the UK.

Equally important are our tax, trust and pensions and financial advisory businesses, which work directly with private clients. It is these practices which have helped us to make our private client work one of the things we are best known for in the industry. Now making up more than 60% of turnover, this forms the backbone of Smith & Williamson.

An industry-leading reputation like ours doesn’t happen by chance. We take pride in managing our clients’ financial affairs and deliver quick responses through our size and resources. With a private bank, some 200 tax advisers, 131 personal tax specialists and bespoke tax, trust and financial advice, we’re perfectly positioned to look after the needs of thousands of clients nationwide.

Put simply, you couldn’t ask for a better place to learn.