Smith & Williamson scoops awards for Best Growth Wealth Manager and Best IHT and succession planning at Investors Chronicle and FT Wealth Management Awards, 2010

Smith & Williamson Investment Management has been named the Best Growth Wealth Manager and the Best Wealth Manager for Inheritance Tax and Succession Planning at the Investors Chronicle and Financial Times Wealth Management Awards, 2010.

The category for Best Growth award is for the wealth manager that has delivered outstanding returns to its growth investor clients, as measured by Asset Risk Consultants, an independent organisation which assess investment performance. The award also recognises Smith & Williamson as having a clear strategy for delivering growth for the future. 

The category for Best Inheritance Tax and Succession Planning award recognises the wealth manager that offers outstanding inheritance tax and succession planning advice. Smith & Williamson’s ability to offer a holistic service in tandem with the Private Client Tax Service department boosts the firm’s expertise in this area.

“We are delighted to receive this accolade. We are very grateful to our clients and contacts for their positive comments and support. It shows that our efforts to put our clients first and to act with integrity are recognised externally,” said David Cobb, head of Smith & Williamson Investment Management.

Smith & Williamson was also shortlisted for the Best Income Wealth Manager and Best Balance Wealth Manager awards.

The Awards aim to identify the best wealth and investment managers available to investors in the UK by asking readers of the Investors Chronicle and the FT to rate the service they receive, by comparing performance as measured by Asset Risk Consultants (ARC) and by interviewing managers.

The awards were announced on 29 April 2010.

Press Office:

Kate Harrison / Jess Koslow  020 7131 4228/4264

Disclaimer

By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication. Details correct at time of writing.

Note to editors

Smith & Williamson is an independent professional and financial services group employing around 1,500 people. The group is a leading provider of investment management, financial advisory and accountancy services to private clients, professional practices and mid-to-large corporates. The group operates from offices in London, Belfast, Birmingham, Bristol, Dublin, Glasgow, Guildford, Salisbury, Southampton and Worcester.

Smith & Williamson Investment Management is part of the Smith & Williamson group.

Smith & Williamson Investment Management
A trading name of NCL Investments Limited (member of the London Stock Exchange) and Smith & Williamson Investment Management Limited. Both companies are authorised and regulated by the Financial Services Authority.

Smith & Williamson Investment Management Limited
Authorised and regulated by the Financial Services Authority

NCL Investments Limited
A member of the London Stock Exchange
Authorised and regulated by the Financial Services Authority