Smith & Williamson
Smith & Williamson provide Investment Consultant Bristol for private individuals, charities and institutions, with £9.1 billion of funds under management and advice (as at 31 August 2009). We operate from offices in London, Belfast, Bristol, Birmingham, Glasgow, Guildford and Worcester and have over 100 qualified investment professionals.The core of our investment service is discretionary portfolio management in the form of direct equity and bond investment. We also offer a managed funds service, advisory broking and alternative strategies based on absolute returns. Client portfolios typically range from £250,000 to £5 million but we also manage family office, institutional and charitable funds substantially in excess of this.
We aim to meet the individual needs of clients and we appreciate that there are different approaches to investment, but in the broadest sense we are conservative investors and are conscious that real capital preservation is a concern for most people.
Our clients have direct access to the investment managers responsible for their portfolios. We are an independent company owned largely by our staff and are not affiliated to any other large financial organisation. As such we are free to give independent advice to our clients.
To find out more about our Investment Consultant Bristol service please visit our website or contact our offices using email or telephone. The team at Smith & Williamson are looking forward to your call and will answer all your queries.
