William joined Evans and Partners in 2012 after moving to Australia from the United Kingdom (UK), where he had begun his career in wealth management.
Prior to joining Evans and Partners he was an investment adviser at Eden Financial Ltd, where he managed bespoke private client portfolios for high-net-worth clients.
At Evans and Partners, William is focused on applying a disciplined approach to managing capital, across multi asset class portfolios, on behalf of private individuals, families, not-for-profit organisations and institutions.
He 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 portfolio construction via disciplined investment selection.
William holds a Bachelor of Business Economics from the University of Hertfordshire in the UK.