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Smith & Williamson

 

About Smith & Williamson

• Active portfolio management, ensuring diversification and risk management. • A dedicated MPS investment team, supported by over 50 investment professionals, giving you access to our broad intellectual capital. • Ongoing monitoring of our model portfolios by DT, Synaptic and Defaqto Engage ensuring our models stay within the permitted risk parameters. • No set rebalancing dates, enabling our MPS managers to amend asset weightings as and when their views on markets and investment strategy change. • Our MPS has been awarded a 5-star Defaqto rating in 2014, 2015, 2016, 2017,2018 and 2019.

Type

Discretionary fund manager Fund provider

Solutions

Bespoke portfolio management MPS (on platform) MPS (off platform) AIM portfolio service Multi-asset funds Multi-manager funds

Topics

Rooms participated in:

DFMs