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A thoughtful and experienced investor, Will joined the team in 2012 and looks after a number of large family investment portfolios. He is also responsible for the oversight of our Portfolio Risk Group which monitors the consistency of investment outcomes for our clients, and contributes to our investment process as a member of the firm’s investment governance committee.
Prior to joining Veritas, Will spent 12 years at Newton Investment Management where he was latterly a Director of Investment Management, focussing on managing portfolios for private clients, families and trusts. He began his career at Arthur Andersen, where he qualified as a Chartered Accountant, and he brings this accountancy experience to the Finance Committee at Veritas today.
Will is a Chartered Wealth Manager and Chartered Fellow of Chartered Institute for Securities and Investment and he holds a BA (Hons) from Durham University. He is also a Trustee of a medium-sized UK grant-giving Charity.
Investment experience: 24 years