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.
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.
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