Our People

Our services are delivered by skilled investment professionals and we continue to grow our business through the reputation of our people.

Our investment managers, pensions and financial planners, and tax and legal specialists are listed below as well as our Board and Executive team. Alternatively, please call 020 7399 0000 to arrange to speak to one of our team.

William Metcalfe

Investment manager

William Metcalfe

Investment manager

Glasgow

William is an investment manager specialising in providing bespoke investment solutions to private clients, large families, advisors, pensions, trusts, and charities. William graduated from Northumbria University in 2015 with an honours degree in Biomedical Science. He went on to work in the microbiology diagnostic labs at the RVI and Freeman hospitals in Newcastle before joining Speirs & Jeffrey in September 2016. Speirs & Jeffrey was then acquired by Rathbones.

He is a Chartered Fellow of the Chartered Institute for Securities & Investments, having obtained the Investment Advice Diploma and Chartered Wealth Manager (CWM) qualifications. He sits on the Rathbones UK and Private Equity Collective Committee and is responsible for the research of Private Equity collectives.

William is an investment manager specialising in providing bespoke investment solutions to private clients, large families, advisors, pensions, trusts, and charities. William graduated from Northumbria University in 2015 with an honours degree in Biomedical Science. He went on to work in the microbiology diagnostic labs at the RVI and Freeman hospitals in Newcastle before joining Speirs & Jeffrey in September 2016. Speirs & Jeffrey was then acquired by Rathbones.

He is a Chartered Fellow of the Chartered Institute for Securities & Investments, having obtained the Investment Advice Diploma and Chartered Wealth Manager (CWM) qualifications. He sits on the Rathbones UK and Private Equity Collective Committee and is responsible for the research of Private Equity collectives.