ONE of Belfast’s longest standing investment management firms Cunningham Coates is rebranding to Smith & Williamson, the corporate brand used across the firm’s other 11 offices.
The Belfast office of financial and professional services group Smith & Williamson originates from the amalgamation of stockbrokers Josias Cunningham & Co Limited and William F Coates & Co in 1991, both of which had traded for more than a hundred years.
In December 2002, Cunningham Coates - whose partner Cathy Dixon is a regular contributor to the Irish News business pages - became part of Smith & Williamson.
Located in the heart of Belfast, Cunningham Coates provides a comprehensive investment management and financial planning service to a wide client base including private individuals, charities and other institutions.
Jonathan Cunningham, Belfast investment management partner and whose great-great-grandfather founded Josias Cunningham & Co in 1843, said: “The Smith & Williamson name is already familiar to our clients who have benefited from the group’s depth and strength over the past 18 years.
“Fully adopting Smith & Williamson’s branding across the Belfast office ensures that our clients understand their ability to access the best support across the breadth of Smith & Williamson’s specialities, and clients can be assured that the personal service they have been accustomed to won’t change.”
In March 2018, to mark 175 years in business, Cunningham Coates unveiled a book entitled ‘An Enduring Investment Thread’.
The publication reflected on the history of the business, mirrored against the economic backdrop of Belfast from the linen and cotton industries of the 1800s, through to the golden age of shipbuilding and into the digital era.
