Will joins from Charles Stanley, where he worked as an investment manager based in Liverpool. Prior to that he was an associate director at UBS Wealth Management having started his career at BWD Rensberg in Liverpool. Over the course of his 15 years in financial services, he has managed the investments of private clients, trusts and charities. He is a Fellow of The Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
Andrew Morris, Head of Rathbone Investment Management – North said, “Rathbones considers the quality of its staff to be a central pillar of our client service and superior investment performance. Will’s ability, experience and local knowledge will be an excellent asset for Rathbones in Liverpool and we are sure that our clients will benefit from his considerable expertise.”
For further press information, please contact:
Sophie McCourt
Head of internal communications
Rathbone Investment Management
020 7399 0000
Hugo Mortimer-Harvey/Sam Emery
Quill PR
020 7466 5054/5056