Tilney Smith & Williamson appoints Investment Director in London investment management team

15 November 2021
 

Tilney Smith & Williamson, the leading wealth management and professional services group, has appointed Andrew Lewin as an Investment Director in its growing investment management team in London.

Andrew has 14 years experience in the wealth management industry, covering both portfolio management and private banking roles. He joins Tilney Smith & Williamson from Kleinwort Hambros where, as a Director, he was responsible for providing wealth management solutions to UK and International families, trusts and charities. Prior to that he was an Associate Director at Royal Bank of Canada Wealth Management and a Private Banker at Barclays Wealth and Investment Management.

Holly Merriman, Director at Tilney Smith & Williamson commented: “I am very pleased to welcome Andrew to our growing investment management team in London. Andrew brings a considerable amount of valuable experience and expertise from working at a number of leading financial services firms which I know will be of considerable benefit to our business and clients. I am looking forward to working closely with him as we continue to expand the number of clients we provide investment management services to.”

Andrew added: “I'm delighted to be joining Tilney Smith & Williamson at such an exciting time for the business.  In a fragmented marketplace, its position as the UK's leading integrated wealth management and professional services firm is unrivalled. Their track record of providing high calibre investment management combined with a successful and well-established financial planning offering is a hugely attractive proposition and I am excited to help take the business forward to further success."

About Tilney Smith & Williamson

Tilney Smith & Williamson is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020. With £56.0 billion of assets under management (as at 30 September 2021), it ranks as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021). The Group currently operates through three principal brands: Tilney, Smith & Williamson and online investment service Bestinvest. It has a network of offices across 28 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. It is uniquely well-placed to support clients with both their personal financial affairs and their business interests. Tilney Smith & Williamson’s personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its wide range of services includes assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring and transaction services.