John Davies

Areas of expertise

Investment management

Experience

John joined Smith & Williamson in 2012, having started his career in 2006 with Berry Asset Management in London. John manages investments for individuals, families and their trusts whilst also looking after a number of charity portfolios.

John is a Trustee of the Clifton College Endowment Fund and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

He continues to grow his client base via new business wins and referrals from existing clients.

Professional qualifications/memberships

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