William Smith

William works with high net worth individuals, families, trusts, charities and business owners, helping to deliver bespoke investment management solutions tailored to their long-term objectives.

He joined Rathbones in 2022 and has since completed the Chartered Wealth Manager qualification. William is a Member of the Chartered Institute for Securities & Investment (CISI).

He is currently studying towards the Certificate in Advanced Financial Planning to further broaden his expertise and enhance the advice and service he provides to clients.