Smith & Williamson manages financial affairs of private clients and their business interests, with a focus on wealth creation, wealth management and wealth preservation. Their clients include individuals, mid-large businesses, professional practices and non-profit organizations.
As of 31 March 2015, their investment management business has over £16bn of funds under management and advice. At the financial year ended April 2014, the group showed an operational profit of £36.0m.
The company was founded in 1881 and now has 12 offices across the UK, Ireland and Jersey, with locations in the cities of London, Belfast, Bristol, Birmingham, Cheltenham, Dublin, Glasgow, Guildford, Jersey, Manchester, Salisbury and Southampton. Their membership of the Nexia International and the M&A International gives them international capabilities in over a 100 countries.