Smith & Williamson hires Lucy Mitchell

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Smith &Williamson Investment Management LLP has now appointed Lucy Mitchell (pictured) as associate director within its Managed Portfolio Service and Bespoke Discretionary Fund Management (DFM) offering to the IFA market.

Mitchell will be in charge of developing the Managed Portfolio Service via Ascentric and Novia as well as the Bespoke DFM offering for the intermediary market. She reports to report to Mickey Morrissey, head of Distribution at Smith & Williamson Investment Management.

Mitchell joins from Canaccord Genuity Wealth Management where she was business development manager for the past four years.

Ed Rosengarten, partner and head of Funds Business, comments: “The appointment of Lucy is a strong signal to the market of our intention to develop further our wealth management capability in the IFA market. Lucy adds a high degree of experience in this field and makes a valuable addition to Smith & Williamson.”

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Mona Dohle
Mona Dohle speaks German and Dutch, she is DACH & Benelux Correspondent for InvestmentEurope. Prior to that, she worked as a journalist in Egypt and Palestine. She started her career as a journalist working for a local German newspaper. Mona graduated with an MSc in Development Studies from SOAS and has completed the CISI Certificate in International Wealth and Investment Management.

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