Investment management - Funds

As an independent owned, boutique fund management business, we are dedicated to achieving strong fund performance and doing so with integrity. Our regulated funds cover equities, fixed interest and cash.
With a high percentage of staff ownership, our culture and values focus on being professional, trustworthy and effective. And we always aim to provide an excellent service to professional advisers.

The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.


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Investment and accountancy award winners

Smith & Williamson wins two prestigious industry awards

Smith & Williamson clinched two awards this week. The first for delivering consistently great investment performance over a three-year period and the second for an accountancy firm able to deliver services fundamental to enabling a client to achieve their goals.

Smith & Williamson sees strong annual revenue and profit growth

Smith & Williamson sees strong annual revenue and profit growth

Smith & Williamson’s full year results to 30 April 2017 report strong increases in operating income and adjusted operating profit

Global Inflation Linked Bond Fund

Smith & Williamson launches Global Inflation Linked Bond Fund

A transparent, cost-effective investment solution for investors who are concerned about inflation.


Smith & Williamson announces partner promotions

Smith & Williamson announces thirteen promotions to partner

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