William joined the company in 2026 as an Associate Portfolio Manager in the Private Investment Office and assists Portfolio Managers with managing some of W1M’s largest and most complex clients, including trusts and corporate accounts.
William graduated with an MSc in Economics and Strategy from Imperial College London, and a BSc in Accounting and Finance from Swansea University. He began his career at Quilter Cheviot Investment Management in 2022 as a Trainee Investment Manager before joining W1M in 2026. William has completed the Investment Management Certificate (IMC), CFA Sustainable Investing Certificate and is one exam away from completing the CISI level 7 Chartered Wealth Manager Qualification.
