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‘Naturally client-facing, engaging, friendly and sporty; a desk head,’ according to a colleague, Emma Horler is a partner at Smith & Williamson, having previously held the position of director of investment management. She specialises in fund management and managing discretionary portfolios for private clients and charities at the firm.
Horler works closely with the company’s private client tax advisers to ensure that tax, pensions and other financial planning considerations are embedded in her team’s offering.
An independently owned, financial and professional services group, Smith & Williamson has been looking after the financial affairs of individuals, families and businesses for more than a century. Employing more than 1,700 people, it has 12 offices across the UK, Ireland and Jersey and around £19.5 billion of funds under management and advice.
‘We aim to deliver imaginative yet pragmatic advice and solutions tailored to your individual circumstances. We achieve this by taking the time to get to know you and to understand your objectives, needs and aspirations, as well as the longer-term challenges you’re likely to face,’ it says.
Having joined in 1984, Horler has been at Smith & Williamson for her entire career, but even that doesn’t make her the longest serving employee – a testament to the firm’s internal culture.