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Last updated May 2017

Investment Management - Charities

At Smith & Williamson we have a dedicated team of investment managers working within the charities sector who will listen to your requirements and offer imaginative and pragmatic advice and solutions for trustees. We look after a wide range of charitable interests for trustees, the needs of professional trustee boards and more than 390 charities.

Smith & Williamson Logo - Smith & Williamson Logo

Our specialist charities teams in London, Belfast, Birmingham, Bristol, Dublin, Glasgow and Jersey are an integral part of our business and manage around £1.85bn of charitable funds (as at 31 March 2017).

To find out more about our services for charities, email us at or call 020 7131 4200.

As a leading, independently owned financial and professional services group, Smith & Williamson has been looking after the financial affairs of individuals, families and businesses for more than a century.  We take the time to get to know our clients and to understanding their objectives, needs and aspirations, as well as the longer-term challenges they are likely to face.

Smith & Williamson in numbers:

  • More than 130 years of experience
  • Over 1,700 people
  • 12 offices across the UK, Ireland and Jersey
  • Access to nearly 20,000 professional advisers worldwide through membership of Nexia International
  • Over £18.5 billion of funds under management and advice (as at 31 March 2017)
  • 8th largest UK accountancy firm (Accountancy Age, 2016)


Please remember the value of investments can go down as well as up and you may not receive back the original amount invested



Documents to view and download

Icon Smith & Williamson Charities brochure 2017

General Information

A brochure outlining Smith & Williamson's investment management services to charities

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