William serves as a Partner at Verity Capital, where he shares the firm’s vision of delivering top-tier financial services to the underserved from the private banks. 

 

With over 20 years in the financial industry, his expertise spans financial management, wealth planning, risk management and client relationship management. William has had tenures at notable financial institutions including HSBC Wealth Management, Barclays Bank PLC, and Santander Bank.

 

Prior to Verity Capital, William was at Citi Wealth Management for ten years. There, he held senior roles as an Investment Consultant and Wealth Manager, focusing on high-net-worth individuals out of the UK, Latin America and Israel.

 

On the academic front, William is an alumnus of the prestigious Wharton Executive Education Program from the University of Pennsylvania, where he pursued the Advanced Wealth Management course in 2018. This is complemented by his background in Maths, Mechanical Engineering, and a Diploma in Regulated Financial Planning acquired in 2012.

 

Among William’s passions are squash and mountain biking. Notably, he conquered the 540km Tuscany Trail in Northern Italy in both 2018 and 2019.