Smith & Williamson - Marketing & Sales Team
Please contact any of our sales and marketing team with any questions you may have. For specific fund and dealing enquiries please contact our broker desk on:
020 7131 8100 or firstname.lastname@example.org.
Nick is a partner and Head of Marketing and Sales for Smith & Williamson Investment Management LLP. He joined in September 2008 and has 30 years experience in the marketing and selling of investment products to retail and institutional clients both in the UK and overseas. Nick was previously a main board director at Framlington responsible for sales and marketing. Prior to that he was a director of Rothschild Asset Management, and also spent 10 years working for various asset management businesses owned by Dresdner Bank. Nick has a BA (Hons) in Economics from Lancaster University.
- 020 7131 4630
Georgia joined Smith & Williamson in May 2011. She is Assistant Marketing Manager of the Marketing & Sales Team of Smith & Williamson Investment Management. Georgia was previously at Canada Life Ltd where she worked as a Marketing Consultant as part of the Marketing & Technical department of Wealth Management. Georgia has a BA (Hons) degree in Business Administration from London South Bank University and a Postgraduate Diploma in International Marketing.
- 020 7131 4827
Alice joined Smith & Williamson in May 2012. She is Marketing Executive for the Marketing & Sales Team of Smith & Williamson Investment Management. After Graduating from the University of Sheffield with a BA (Hons) degree in Economics and Philosophy Alice completed numerous marketing internships across a range of companies.
- 020 7131 4135
Andrew joined Smith & Williamson at the start of June 2009 and is Partner – Sales for Smith & Williamson Investment Management. Andrew has over 20 years experience in sales and marketing in the fund management business and has worked on both long-only and long/short funds. Prior to joining Smith & Williamson, Andrew was Director of Investment Advisory at Fortune Asset Management and previously worked at Rothschild Asset Management.
- 020 7131 4756
Matthew joined Smith & Williamson in February 2010, and is Partner – Sales for Smith & Williamson Investment Management LLP. Matthew was previously at Standard Life Investments where he was an Investment Director responsible for relationships with Banks and Global Distributors. He has had experience promoting a variety of funds to key discretionary managers within London and the South East for Standard Life Investments as well AXA Investment Managers and Framlington. Matthew graduated with a BSc (Hons) in Sociology from Kingston University.
- 020 7131 4467
Mickey joined Smith & Williamson in December 2012 as Head of UK IFA Sales. He is responsible for growing intermediated sales into the DFM, Guided Architecture and MultiManager business lines. Previously Mickey was Head of Distribution at Liontrust Asset Management for ten years and prior to that worked at Merrill Lynch Investment Managers for 12 years. Mickey was commissioned into the Irish Guards where he served for 12 years before joining the investment management industry in 1989. Mickey is a partner of Smith & Williamson Investment Management LLP and is a Fellow of the Chartered Institute for Securities & Investment.
- 020 7131 4693
Julian joined Smith and Williamson Investment Management in November 2011 as Head of Broker Desk. He began his career in Financial Services in 1997 at Credit Lyonnais Rouse working in Commodity Derivatives before transferring to Laing and Cruickshank and managing Private Client portfolios. He has also worked at UBS Wealth Management before joining Close Asset Management in 2009 establishing their Discretionary Portfolio Management service for Independent Financial Advisers. Julian has a BA Honours degree in Politics and Social Psychology from Loughborough University and a Diploma in Management Studies from the University of Westminster. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.
- 020 7131 4628
Fiona joined Smith & Williamson in December 2000 initially in the Guildford office before transferring to the Private Client department in London in November 2007. She has over 30 years experience in Financial Services, working for both IFAs and product providers, in a variety of marketing and sales support roles. Fiona joined the Marketing & Sales team as Broker Desk Executive in October 2011.
- 020 7131 4585
Amelia joined the Smith & Williamson Marketing & Sales Team in May 2012 as Broker Desk Executive. She began her career in Financial Services in 2006 in the Private Client Department at Perfect Day Consulting Ltd. Prior to joining Smith & Williamson, Amelia worked at RSM Tenon Financial Management supporting the in-house Discretionary Portfolio Management team and the Independent Financial Advisers. Latterly she was Executive Support for the Board Directors.
- 020 7131 4506
The Smith & Williamson European Growth Trust
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