William joined Evans and Partners in 2012 after moving to Australian from the UK, where he had begun his career in Wealth Management. The most recent role as an Investment Adviser at Eden Financial Ltd, where he managed bespoke private client portfolio’s for High Net Worth Clients.
At Evans and Partners, William is focused on applying a disciplined approach to managing capital, across multi asset class portfolio’s, on behalf of private individuals / families, not for profit organisations and institutions. William advises private clients on asset allocation strategies across domestic and international equities and fixed income securities. Assisting in the design, execution and management of tailored portfolios, with a focus on asset allocation and portfolio construction via disciplined investment selection. William holds a Bachelor of Business Economics from University of Hertfordshire, UK.