William is a Chartered Wealth Manager with over 25 years of experience working in leading financial institutions, including roles as a top quartile UK and multi-asset class Fund Manager, Charities Investment Manager, and specialist in High Net Worth (HNW) private client services.
He is regularly entrusted by HNW investors, families, and charities to curate, analyse, and oversee diverse investment opportunities across multiple asset classes, often working in collaboration with our Wealth Planners. As a Chartered Fellow of the CISI and holder of a Master’s Degree in European Business, William is dedicated to building long-term client relationships grounded in performance, service, and integrity.
Prior to joining LGT Wealth Management, William held senior roles at UBS Wealth Management, and at Singer & Friedlander, serving a wide range of UK and International HNW clients. At LGT Wealth Management, his primary focus remains the management of investments for HNW individuals and families.
