Hugo Smith
Professional Biography
Family wealth, when managed correctly, is the ultimate source of happiness.
How do you describe what you do?
A financial services stalwart with over 25 years' investment experience. Curious, approachable and values listening. Loves working with people to solve financial puzzles in life. Values long term relationships. Sensitive to difficult circumstances.
What's next for you professionally?
Keen to constantly consider how technology and advice can best deliver for our clients.
What's your favourite thing about your role?
Intrigue. Two areas; people and how their life paths are developing and investments and how our thesis is unveiling.
Do you have a significant experience that your clients would want to hear about?
Entrepreneurs, inherited wealth, divorce, bereavement and families with disabled children.
Where's your favourite place to meet with your clients?
Where suits them best! Sometimes their home, a quiet pub, our office or with advisors. I enjoy the variety and being flexible to client needs.
When you're not at work, what's your favourite thing to do?
Being outside! Whether it is feeding sheep or chainsawing; enjoying the beauty of our countryside.
Why does my role as a wealth manager matter?
Humans are affected by fear and greed; so guidance and perspective are key. Family wealth, when managed correctly, is the ultimate source of happiness.
What qualifications and memberships do you have?
Chartered Fellow of Chartered Institute for Securities and Investment