Personal Wealth Manager

For over two decades William has advised and managed money for a wide range of private and institutional clients.  After graduating from Exeter University with a degree in Business Economics in 1999, William held a series of investment management roles at C Hoare & Co and Kleinwort Benson.  He set up and led a team at Barclays Wealth tasked with advising and managing the most sensitive and strategically important clients of the bank. Latterly William co-headed the London branch of Mirabaud’s private bank and, most recently, helped to launch Saranac Partners, a multi-family office based in London.

William leads on all client matters across a wide range of consultancy mandates, ranging from investments, structuring, generational, banking and debt advisory.

  • Personal Wealth Management and Investment Consultancy

University: Exeter University                                     School: Harrow School

Year of qualification: 2003

Key firms/companies: C Hoare & Co, Kleinwort Benson, Barclays, Mirabaud, Saranac Partners



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We have a diverse and much coveted client base who expect exceptional service from like-minded trusted advisers. We look for commercial individuals who are highly experienced and skilled in their area of specialism, who have received recognition for their services and who are used to working with integrity for UHNW clients in a collaborative and practical manner.

Our Values:
Diversity & Inclusion

If you are an experienced trusted adviser for UHNW clients, you share our Values and you are passionate about delivering exceptional client experience and working with like-minded trusted advisers and clients, we would like to hear from you.

In return, instead of a dotted line to people you refer work to, you can look forward to playing a part in an environment where those relationships are equitable, transparent and commercial.In addition, you can enjoy plenty of opportunities to cross-fertilise your networks and help your clients by having direct access to other top class trusted advisers in your industry.