Areas of expertise
Investment management for private clients, personal pension funds, trusts and charities.
William has worked in investment management since 1995 when he joined Rathbone Laurence Keen after a short service commission in the British Army. He moved to the private bank Leopold Joseph & Sons in 1999 and joined Smith & Williamson, with the rest of the bank’s investment team, in 2005.
Fellow of the Chartered Institute for Securities & Investment (CISI)