Smith & Williamson has appointed Andrew Fisher to board as a non-executive director with immediate effect. Fisher has extensive executive and non-executive experience in the financial services and wealth management sectors, having served as CEO of Towry Group and Coutts & Co. and, more recently, as a non-executive director of private bank, C. Hoare & […]
Smith & Williamson announced the appointment of Angus Abraham as business manager within its expanding funds business. Abraham joins Smith & Williamson from City Financial, where he was Head of Operations overseeing its UCITS division. Based in London and reporting directly to Ed Rosengarten, head of Funds at Smith & Williamson, Abraham will support its […]
Smith & Williamson announced the launch of the Smith & Williamson global inflation-linked bond fund. The fund aims to provide a transparent, cost-effective investment solution for investors who are concerned about inflation but who are also worried by the significant duration risk embedded in UK government index-linked bonds. The fund is managed by Thomas Wells […]
Smith & Williamson announced the launch of an actively managed global thematic Artificial Intelligence (AI) fund in June (subject to regulatory approval), enabling investors to gain exposure to those companies best placed to harness the transformational opportunities presented by AI. Managed by former Pictet managers Chris Ford and Tim Day, the high-conviction global equity fund […]
Smith & Williamson appointed Ben Rumary as an associate sales director to support its fund business. Rumary joins Smith & Williamson from Axa investment managers where he spent more than five years as an investment sales manager. Prior to that, he held the post of regional sales manager for LV AM and the same role […]
Smith & Williamson has appointed Grant Hotson as the group’s financial director. Hotson joins the main board of Smith & Williamson and will sit on the firm’s subsidiary boards relating to the tax and business services and the investment management and banking divisions. He takes over from Jeremy Boadle who retires from Smith & Williamson […]
Smith & Williamson Investment Management has appointed Timothy Day and Chris Ford (pictured), formerly co-heads of Global Equities at Pictet Asset Management, to run a global equity and a US equity fund. Day and Ford will start on 11 May. The pair will be managing one unit trust, the North American Trust with £89m (€120.4m) in assets, and one […]
As markets contemplate the possibility of a Grexit, Giles Worthington, manager of the European Growth Trust at Smith & Williamson, explains his current asset allocation; “While Greece isn’t economically important, and Europe has done its best to shield itself from the ructions in the shadow of the Acropolis, the political ramifications of a member state […]
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 […]
Tineke Frikkee is to exit BNY Mellon and join Smith & Williamson Investment Management in July to run its UK Equity Income Trust.
Charles Deptford, manager of the Smith & Williamson UK Equity Growth and UK Equity Income trusts, has left the firm.
UK manager Smith & Williamson Investment Management has promoted Robert Royle to co-manager of the group’s £82m North American trust, alongside Lady Tana Focke.