Partner, Investment management
Graeme Little
Investment management
Areas of expertise
Investment management.
Experience
Graeme joined Smith & Williamson in 2007. He manages a variety of portfolios on behalf of private individuals, trusts, charities and pension funds.
He also works closely with the financial services team in Bristol and provides assistance to the advisers on investment matters and, as a member of the advisory portfolio service strategy committee, Graeme makes a significant contribution to the performance of this service.
Graeme has provided investment management services for many years and established strong relationships with his clients. He demonstrates client service to the degree that many have been happy to recommend him to other family members and associates.
Professional qualifications/memberships
- Fellow of the Chartered Institute for Securities & Investment (CISI).