Company Information

Get to know Smith & Williamson

Founded in Glasgow in 1881, Smith & Williamson grew to become one of the UK's most respected independent firms offering investment management, financial advisory, and accountancy services. The firm served a diverse client base including private individuals, families, corporations, and non-profit organizations. In September 2020, Smith & Williamson completed a merger with Tilney, another leading wealth management group, creating Tilney Smith & Williamson. The combined entity was subsequently rebranded to Evelyn Partners in 2022 to represent a single, unified brand offering a comprehensive range of wealth management and professional services.

Industry

Financial Wealth ManagementPRIMARY
Financial Banking
Financial Other Service

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Smith & Williamson

United Kingdom

Founded in

1881 (145 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.