Areas of expertise
Rory specialises in:
Discretionary investment manager providing advice to a wide range of individuals, families and trusts. Rory works closely with clients, often in partnership with a financial planner, helping them achieve their long-term objectives.
Rory is the firm's lead analyst for the Mining Sector and Specialist Resources Funds. This makes him the in-house authority on commodity-related investment themes and best ideas.
Rory joined the Smith & Williamson graduate investment management program in 2014 and has built his career at the company ever since.
Notable client work and achievements
Rory specialises on advising large, complex families across generations and multiple jurisdictions.
Professional qualifications and memberships