William has more than 21 years of experience in fund management and wealth management, having previously worked at Lloyds TSB Fund Managers Bank and Canaccord Genuity (formerly Collins Stewart). He is a Chartered Wealth Manager and a Fellow member of the Chartered Institute for Securities & Investment (CISI), holding the Private Client Investment Advice and Management qualification and the CISI Certificate in Securities. He splits his time between investment research activities and advising high/ultra-high net worth private clients, family offices and charities.