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Company

Smith & Williamson Investment Management

Index

UHNW Wealth Managers

Wealth Managers

Advice type

Investment management

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

Patrick Smiley

Description

Rebutting Spear’s question about what the coronavirus crisis has meant for the wealth of his clients with a reminder of the priority of health, Patrick Smiley acknowledges that portfolio security during a global pandemic has posed a challenge. Smith & Williamson has risen to this challenge, offering clients enhanced communication and focusing on ‘positioning portfolios appropriately’.

Before the crisis dominated, business was going well at S&W, and ‘robust and evolving’ investment powers on. AuM stands at £20 billion, while Smiley’s desk oversees £1 billion in charities, offshore trusts and UK-based individuals. Smiley himself personally oversees about £700 million of assets.

Rank: Top Recommended

Top Recommended 2021, UHNW Wealth Managers

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