Williams Investment Management LLP was established to provide traditional long-term investment management services. It is owned by its Partners who, between them, have almost 150 years' experience. The firm is directly authorised and regulated by The Financial Conduct Authority.
This website offers an insight into our approach, our services and our people, but as we provide a very personal service, we hope you will contact us directly to experience it for yourself.At Williams Investment Management, we resolutely maintain traditional values and a commitment to putting clients' interests first.
This website offers an insight into our approach, our services and our people, but as we provide a very personal service, we hope you will contact us directly to experience it for yourself.At Williams Investment Management, we resolutely maintain traditional values and a commitment to putting clients' interests first.
Services
Our principal activity is the management of clients' capital on either a discretionary or advisory basis and we invest that capital as if it were our own. Our clients are individuals, trusts, charities, companies and pension funds (usually SIPPs). All client capital is managed by a partner in the firm.
The central tenet of our approach is that we manage client capital in exactly the same manner in which we manage our own. We concentrate on absolute returns rather than relative returns - there is little merit in outperforming an index, such as the FTSE 100, yet still making a loss because the index fell.
Our investment philosophy is simple. Over the long term, our aim is firstly to secure and subsequently to enhance the real value of our clients' capital. It is a simple business; we invest clients' capital in exactly the same way we manage our own - we are investors not salespeople. We only invest when we believe the likelihood of a worthwhile outcome is in our clients' favour.
Few investment management firms now provide this facility, but we consider it to be a valuable service to private client solicitors and/or executors, many of whom appreciate that we are best placed to carry out this element of estate administration, efficiently and economically.
We can offer initial financial advice for executors, beneficiaries and trustees, at no obligation or cost; provide an ongoing discretionary provision or simply assist in the winding up of an estate.As part of our Deceased Estate Service, we would lodge the Death Certificate and/or Grant of Probate free of charge with the appropriate registrars.
We can offer initial financial advice for executors, beneficiaries and trustees, at no obligation or cost; provide an ongoing discretionary provision or simply assist in the winding up of an estate.As part of our Deceased Estate Service, we would lodge the Death Certificate and/or Grant of Probate free of charge with the appropriate registrars.
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