A Chartered Wealth Manager with over 22 years' experience across financial institutions, incorporating roles as a top quartile UK and multi-asset class Fund Manager, a Charities Investment Manager, and High Net Worth (HNW) private client roles.
William is asked by HNW investors, families and charities to curate, analyse and monitor attractive investment opportunities across multiple asset classes. A Chartered Fellow of the CISI, with a Masters Degree in European Business, William enjoys building long-term successful client relationships based on performance, service and integrity.
Before joining Vestra (now LGT Wealth Management) to co-establish a Central Investment Team proposition, William built a sizeable client book of UK and International HNW investors as a Director at UBS Wealth Management, and the management of investments for HNW individuals and families remains his primary focus at LGT Wealth Management.
