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Hugo Smith Investment management
Regional Managing Partner

Hugo Smith

Investment management

Areas of expertise

Investment management for a range of private clients, pension funds, trusts and charities; cash management and advisory services to market professionals and international institutions.


Hugo started his financial services career as a Forensic Investigator for PwC before joining WestLB and Panmure Gordon as an investment manager. Hugo joined Smith & Williamson in 2002 rising to become Head of London. He joined the Board of Smith & Williamson Investment Management in December 2016 and chaired the firm’s Asset Allocation Committee. Now as a Regional Managing Director and Head of London at Evelyn Partners Investment Management, Hugo is a member of the Financial Services Executive Committee.

Alongside his managerial responsibilities, he sits within a team of seven whose core business is the management of investment portfolios for a range of private clients, companies, pension funds, trusts and charities.

As Head of London Hugo overseas £30bn of the firm’s assets.

Notable achievements

  • One of PAM Insight’s ‘Top Forty Under Forty Private Asset Managers’ in 2014.
  • Executive Program, Singularity University, San Jose, 2019

Professional qualifications/memberships

A Chartered Fellow of the Institute for Securities & Investment (CISI) since 2010.

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