“You can only gain trust from clients by managing their affairs over many years.”
- Locations
- London, City
Bill is an Investment Manager and Divisional Director at our London office. He constructs and manages discretionary portfolios for private clients and multigenerational families.
While he has seen many changes in technology and regulation in the industry, he believes the one thing that has remained constant throughout his career is the importance of trust. It is the foundation of good client relationships and Bill prides himself on his ability to build those relationships.
Bill began his financial services career 35 years ago and has guided his clients through market ups and downs. He has worked for two firms during his career – Gerrard (which became Barclays Wealth) for over 20 years and RBC Brewin Dolphin, which he joined in 2008. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.