William graduated from Durham University with an honours degree in classics and Masters in economics. He joined Bestinvest in 2000 as an investment adviser rising to Investment Manager and team leader. William then joined Jupiter Asset Management in 2008 to become an Investment Director in the Private Client and Charities department and joined Rathbones in 2014 following their acquisition of Jupiter’s Private Client department.
Throughout his career, William has focussed on private clients and charities, notably high net worth families, managing a wide range of investment portfolios and mandates such as those for individuals, trusts, SIPPs, Charities and offshore accounts.
William is a chartered fellow of the Chartered Institute of Securities and Investments (CISI) and holds the CISI diploma, which is a level 6 qualification. William lives in the country with an ever-expanding family and enjoys all that this brings. He particularly enjoys skiing, surfing and golf when he finds the time.