Smith & Williamson wins Investment Performance—Defensive Portfolios PAM award, in the latest of a string of recent awards for the firm

Thursday, March 28, 2013

Smith & Williamson, the accountancy and investment management group, has been announced winner of the Investment Performance—Defensive Portfolios Private Asset Management (PAM) award. In addition, it is the only firm to be recognised as a finalist in all performance categories, as well as an innovation category.

The PAM Awards recognise exceptional UK wealth management achievements. Over 200 managers entered the awards, which are decided by an in-depth evaluation process and review by a panel of leading independent industry professionals.

Head of the firm’s investment management and banking division David Cobb commented: “We are delighted to receive this prestigious award.  To be recognised as a finalist across all four of the PAM Awards’ performance categories is, I feel, a testament to our ability to look after our clients’ investments across the spectrum.”

Smith & Williamson was named as a finalist in the Investment Performance—Cautious Portfolios, Investment Performance—Growth Portfolios, Investment Performance—High Growth Portfolios and Investment Product or Service Innovation categories. In winning the Defensive Portfolio award, Smith & Williamson beat off competition from Bestinvest, Cheviot Asset Management, Close Brothers Asset Management, Rowan Dartington Signature and Ruffer.

This is the latest in a long line of accolades for the firm. Earlier this month it was named as one of the top five firms in Spear’s High Net Worth Wealth Management Index, 2013, with Spear’s writing*:  “Asset Risk Consultants data show it [Smith & Williamson] is top quartile across all models over three years, a result as rare as it is sought-after in investment management.”

Smith & Williamson was also recently awarded Best Large Firm at the Citywire Wealth Management Awards for the third year running.

*Spear’s High Net Worth Wealth Management Index, March/April 2013 issue

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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.

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Investment does involve risk. The value of investments and the income from them can go down as well as up. The investor may not receive back in total the original amount invested. Past performance is not a guide to future performance. Rates of tax are those prevailing at the time and are subject to change without notice. Clients should always seek appropriate advice from their financial adviser before committing funds for investment. When investments are made in overseas securities, movements in exchange rates may have an effect on the value of that investment. The effect may be favourable or unfavourable.

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

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.

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

Smith & Williamson Fund Administration Limited
Authorised and regulated by the Financial Services Authority

The Financial Services Authority does not regulate all of the products and services referred to in this document