Our investment services
We offer a full range of discretionary investment services for Charities and Private Clients, including trusts and pensions. Our multi-asset fund range can be accessed via a platform, through a discretionary portfolio or direct via our Authorised Corporate Director, Smith & Williamson Fund Administration Limited. All of our services can be accessed by financial advisers with whom we work closely to provide the best possible client support. To allow us to tailor your experience, please choose your investor type below.
We're here to help you
Please choose your investor type to allow us to tailor your experience:
As a financial adviser, you have access to our full adviser support and dedicated agency service.
As a private client you have access to our range of discretionary services and our dedicated private client team.
As a fund investor, you have access to full details of our multi-asset fund range including monthly reports and performance.
As a Charity, you have access to full details of our discretionary services and our charity investment expertise.