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Awards

Our values and the way we work at Smith & Williamson strikes a chord with our clients and with the industry, demonstrated by the awards we have won and been short-listed for.

MPF European Practice Management Awards 2008 - winner best managed firm


Managing Partners Forum European Practice Management Awards 2008

Winner of the prestigious 'Best Managed Firm' title at the Managing Partners' Forum 2008 European Practice Management Awards

 

 

 

STEP Private Client Awards 2008/9 - Accountancy team of the year

STEP Awards 2008/9:

Winner of Accountancy Team of the Year - at the annual STEP (Society of Trust and Estate Practitioners) Private Client Awards

 

Lipper Awards 2008:

  • 1st place in the Mixed Asset GBP Balanced UK sector in recognition of the excellent risk adjusted performance over 3 years achieved by James Burns and Nick Marshall
  • Smith & Williamson MM Global Investment Fund placed 1st over 5 years in the Equity Global High UK sector

LexisNexis Taxation Awards 2008:

  • Best Tax Team in a Large Firm - Finalist

PAMonline Awards 2008:

  • Investment Performance: Income - Finalist
  • Investment Performance: Balanced Portfolios - Finalist

The 2007 Accountancy Age Awards for Excellence:

  • Winner of Large Firm of the Year

AIA (Association of International Accountants) Presidents awards 2007:

  • Best Accountancy Practice 11+ award, Finalist (Winner to be announced 21 November)

LexisNexis Taxation Awards 2007:

  • Professional Practices Tax Team, Finalist, Best Tax Team in a Large Firm

The 2006 Compliance Register OStCaR Awards:

  • Winner of Best Compliance Consultancy Services Award (Investment Management)
  • Objectives of The OStCaR Awards: (Outstanding Service to Compliance and Regulation)

Managing Partners’ Forum (MPF) European Practice Management Awards 2006:

  • Winner of Best Management of Facilities

LexisNexis Taxation Awards 2006:

  • Richard Mannion, Winner of Lifetime Achievement Award. Richard is a director in our Bristol office
  • Professional Practices Tax Team, Best Tax Team in a Large Firm, Short Listed
  • Private Client Tax Services Department, Best High Net Worth Tax Team, Short Listed

Lipper Citywire All Star Awards 2006:

  • Lady Tana Focke, Winner of Fund Manager of the Year: North America. Tana is a director of Smith & Williamson Investment Management

Annual Enterprise Investment Scheme Award 2006:

  • Martin Sherwood, Winner. Martin is a director of the council of the EIS Association

Professional Adviser Magazine’s Top 100 Awards for the Fixed Interest Trust 2006:

  • Chris Lynas, Nominated. Chris has been lead manager on the Nucleus Absolute Return Fund since 2005

Nucleus Global Gold Fund topped the performance tables 2006

LexisNexis Taxation Awards 2005:

  • Winner of Private Client Accountancy Firm of the Year
  • Wilson Cotton, Winner of Private Client Accountant of the Year. Wilson is the Vice President of the Association of Corporate Trustees