Edward Smith

Ed is a Chartered Member of the Chartered Institute for Securities & Investment (CISI), holding Level 6 qualifications in both Private Client Investment Management and Advanced Financial Planning.

Based in our Bath office since early 2023, Ed specialises in managing discretionary investment portfolios and pensions for private clients, trusts, and charities.

Before entering the world of investment management, he spent nearly a decade as a professional athlete – a background that brings a strong competitive edge and discipline to the role. Passionate about client outcomes, Ed is particularly interested in the psychology of investing and helping clients navigate financial markets in a clear and jargon-free way.

Ed is a member of our Vulnerable Clients Working Group and an active supporter of charities close to his heart, including ‘Headway’ and ‘The Injured Jockeys Fund’.