Hugo Nicolas Heriz Smith
Head-Equity Investments at Evelyn Partners Investment Management LLP
Profile
Mr. Hugo N.
Smith is a Partner at Evelyn Partners Investment Management LLP.
He is on the Board of Directors at Evelyn Partners Investment Management LLP.
As a Partner, he leads a team of nine whose core business is the management of investment portfolios for a range of private clients, pension funds, trusts and charities.
Mr. Smith joined the Board of Smith & Williamson Investment Management in December 2016.
He joined the Board of Smith & Williamson Investment Management in December 2016 and became chair of the firm’s Asset Allocation Committee in 2018.
Mr. Smith first became involved in investment management in 1998 at the end of his business studies degree.
He has worked with the same client base ever since, becoming a Director in 2005.
He was one of PAM Insight’s Top Forty Under Forty Private Asset Managers in 2014.
He is a Chartered Fellow of the Institute for Securities & Investment (CISI) since 2010.
Hugo Nicolas Heriz Smith active positions
| Companies | Position | Start |
|---|---|---|
Evelyn Partners Investment Management LLP
 Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations. | Head-Equity Investments | 16/10/2005 |
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| Private companies | 1 |
|---|---|
Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations. | Finance |
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