Smith & Williamson Investment Management LLP is pleased to announce the appointments of Willie Hartley Russell and Geraldine Wright as partners to work within the charities team.
Willie joins Smith & Williamson from BlackRock where he was a senior director on the charities team. He has a wealth of experience in the charity sector; at BlackRock he was responsible for a large number of clients and acted as client director for the multi-asset Armed Forces Common Investment Fund and the Charifaith Common Investment Fund. Willie previously worked at Merrill Lynch Investment Management, Mercury Asset Management and Samuel Montagu.
Gerry joins Smith & Williamson also from BlackRock where she worked as a senior director on the charities team, with a focus on Armed Forces, children’s and health-related charities. She has nearly 20 years’ industry experience, and has previously worked at Schroders and Gartmore in their institutional business areas, as both fund manager and client director, and at Dillon, Read Securities as equity analyst.
On their appointment, Willie commented: “Smith & Williamson has an impressive performance record and, with over £1bn of assets under management in charities accounts and 350 charity clients, it is emerging as a leading investment house in the sector. Gerry and I are excited to be joining the business and look forward to strengthening the firm’s capabilities. We believe that Smith & Williamson’s culture, commitment to service and bespoke investment management are key to the firm’s future success.”
Patrick Smiley, investment management partner, said: “We are delighted to have Gerry and Willie join the team. Both have a solid track record and an excellent reputation within the charitable sector.”
He continued: “Our charitable business has grown considerably over the last 10 years. We are keen to have further resource in this sector, and these appointments are part of our ongoing commitment to provide our charity clients with a personal service.”
David Cobb, partner and co-chief executive added: “Smith & Williamson has a dedicated team of investment managers working within the charities sector, offering imaginative and pragmatic advice and solutions for trustees. More broadly, we are delighted that our expertise continues to be recognised within the industry and this was further endorsed recently by winning Investment Team of the Year at the STEP 2013/14 Awards.”
For further information, please contact:
Smith & Williamson Investment Management LLP
020 7131 4557
Kate Harrison / Tamsyn McLennan
Tel: 020 7131 4228 / 4264
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.
Smith & Williamson LLP
Regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. A member of Nexia International.
The word partner is used to refer to a member of Smith & Williamson LLP.