Wealth Management...
...for the modern age

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About us

William & Partners is a dynamic investment advisory firm. We offer advice and expertise across investments, consultancy and private office services; bringing together decades of knowledge and experience in wealth management and the law.

Our established network enables us to solve a wide variety of issues as they relate to you, your family and your financial security.

Our proven investment strategies have a decade long track record of consistently strong performance and some of the lowest total costs in UK investment management.

Created with a clear vision of the future, you will find our approach to be refreshingly straight forward and surprisingly cost effective.

Client references available on request

Why William & Partners?

As business owners and entrepreneurs, we understand what it means to launch and grow a successful company, with the agility to avoid bureaucracy and conflicts of interest.

We can design an investment strategy suited to your needs across both public and private capital markets.

We have a proven track record of working successfully with clients from varied backgrounds and sectors through different market cycles.

We understand the importance of tax efficient investing and can call on a variety of resources to help reduce the impact of tax.

We have a clear understanding of the different approaches and solutions across wealth management, the law, accountancy, philanthropy and private office markets.

We invest alongside our clients using the same strategies we recommend to them.

We offer a high value service that aims to minimise costs from all sources, whilst providing clear advice on an independent basis.

Full FCA regulatory protections are afforded to all our Retail Clients.

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Our Approach

Time is arguably the most precious commodity for wealthy people who are extremely busy with their private and business lives.

  • We act as an independent, experienced and flexible strategic adviser, helping clients make sense of their current position as well as identifying potential blind spots.
  • We bring clarity, perspective and control to a wide range of issues, enabling you to make good, consistent decisions.
  • Our coordinated approach will save you time by offering access to our broad network, confident of having the right team for all eventualities.
  • Our services reach across public and private markets, business transactions, wealth planning and philanthropy; providing professional oversight across your private and business investments.
  • Everything we do is calculated to save you time; for you to live your life as you wish, confident your investments are in safe hands.

Who we are

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William Proger

Founder & CEO
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Tony Edwards

Chairman
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Macer Gifford

Advisory Board Member
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Rory Gilbert

Rory Gilbert

Non Executive Director
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Stephen Antram

Advisory Board Member
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Edward Docherty

Head of Private Investment Office
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Gabby Fielder (1)

Gabby Fielder

Director
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Ruby Potts

Financial Adviser
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Our Services

Private Investment
Office Services *

Family Investment Committee

Investment manager selection

Investment manager reviews

Intergenerational planning

Real estate finance

Outsourced CIO

Private capital

Project management

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Wealth Management
Services

Investment advice

Self-directed accounts

Portfolio secured finance

UK and Offshore Custody

Strategies for Resident Non-Domiciled
investors

Strategies for US persons

Full tax reporting

Multi-platform / custodian solutions

Online reporting and analysis

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Wealth Advisory *

Tax planning

Family Investment Companies

Trusts

Philanthropy and charitable giving strategies

Cashflow planning

Pension planning

Insurance and Protection

SIPPs, ISAs and JISAs

EIS & VCT

Onshore and Offshore Bonds

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* Some of these services will, at your discretion, be provided in partnership with other firms on a coordinated basis.

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IMPORTANT INFORMATION: William & Partners PIO Limited is an Appointed Representative of Antrams Financial Services LLP t/a Pembroke Financial Services, which is authorised and regulated by the Financial Conduct Authority. Antrams Financial Services LLP t/a Pembroke Financial Services’ FCA register number is 523254. The value of investments (including property) and the income derived from them may go down as well as up and your capital is at risk.

© William & Partners 2023

William Proger

Founder & CEO

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For the last two and half decades William has advised on and managed money for a wide range of private and institutional clients. After graduating from Exeter University with a degree in Business Economics in 1999, William held a series of investment management roles at C Hoare & Co and Kleinwort Benson. He set up and led a team at Barclays Wealth tasked with advising and managing the most sensitive and strategically important clients of the bank. These included the main board Directors, senior financial services executives as well as family offices and Heads of State. Latterly William co-headed the London branch of Mirabaud’s private bank and, most recently, helped to launch Saranac Partners, a multi-family office based in London.

William is a Director of William & Partners and oversees all of the firm’s activities, leading on client advice and strategy.

Tony Edwards

Chairman

Tony is a qualified solicitor with considerable experience in the management of both financial services and law firms. Tony was Non-Executive chairman of Ince Group plc, a London-based law and professional services firm from August 2017 until March 2020.

From 2003 until 2017 he was Chairman of Thesis Asset Management plc, an investment management firm servicing private clients, charities, pension funds, and trusts. Funds under management at Thesis grew from £600m to £12billion during his time as chairman. Tony’s legal experience includes eight years as managing partner of the law firm, Thomas Eggar.

Tony has served as Chairman of William & Partners since the business was founded in 2020.  He is a Director and shareholder of the business.

Macer Gifford

Advisory Board Member

Macer is a banker by profession. His 25 year career in finance has spanned numerous senior roles. Most recently, he was Deputy Group CEO at Ahli United Bank. He was previously a Managing Director then Group Head at Standard Chartered PLC, where he assumed overall responsibility for the Group’s Asset and Liability Management function, including the investment of its $100bn + liquid assets portfolio.

Macer, currently Managing Director of a biotechnology start-up, based at the University of Birmingham, is a graduate of the London School of Economics and a Sloan Fellow of the London Business School.

Macer sits on the Advisory Board of William & Partners, delivering strategic advice to the main board of Directors.

Rory Gilbert

Non Executive Director

Rory Gilbert is a former Managing Director at Barclays Wealth & Investment Management, where he led the build out of the firm's High Net Worth business in the UK. He was also responsible for the bank’s Middle Eastern business, based in the UAE. Since leaving Barclays, Rory has advised the UK government on various projects, and supported regional banks in the UAE and MENA. Most recently, he has worked with a London-based RegTech firm. Prior to Barclays, Rory was an officer in the British Army’s Parachute Regiment and held roles at Goldman Sachs and UBS. He holds a degree in Biochemistry from Bristol University and an MBA from London Business School.

Rory is a Director and shareholder of William & Partners.

Stephen Antram

Advisory Board Member

Stephen has advised on all aspects of financial & taxation planning for the past 40 years, helping individuals and businesses make the most of their money.  Stephen finds financial solutions for clients that are practical and commercial, whether they relate to accountancy, investments, commercial property, pensions and retirement planning.  Stephen founded Antrams Financial Services LLP in 1986 and a Discretionary Fund Management (“DFM”) business in 2013. Stephen has successfully sold these businesses in 2022 to a Sussex based private equity firm.

Unusually for the wealth management industry Stephen was seconded to a client as group finance director with the specific role of managing its flotation on the UK stock market. This was successfully achieved with a valuation of £120m in 1996. Stephen went onto oversee eight acquisitions and the business was turning over £300m when his secondment ended in 1998.

Stephen sits on the Advisory Board of William & Partners, delivering strategic advice to the main board of Directors.

Edward Docherty

Head of Private Investment Office

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Edward has over 35 years' experience advising the UK government, FTSE100 boards and the leading entrepreneurs in the UK. He has worked in the Big 4, at several of the world’s leading investment banks, and has started, built and sold his own business. In his last role, he spent 17 years advising the largest and most complex clients at Barclays Private Bank on their wealth management needs.

His experience of multiple market cycles has given him a very strategic view of wealth management, an ability to see the wood for the trees, and the skills to communicate this, in plain terms, to busy entrepreneurs.

Edward believes that many houses in the wealth management industry have an inherent conflict of interest in that they seek to manage clients’ investment assets in-house, irrespective of whether theirs is the best solution. In the Private Investment Office, Edward works alongside Will and Rory to provide a multi-family office service that is purely advisory, unconflicted and that sits on the same side of the table as its clients.

Edward has an LLB (Hons) from the University of Glasgow and qualified as a Chartered Accountant.

Gabby Fielder

Director

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After graduating from Southampton with a BA in History, Gabby worked in London for a range of PR and Marketing companies across different financial and consumer sectors. This included working with UK Government Departments on marketing campaigns and strategy. Gabby has achieved her certificate in Media, Advertising & Business. Following this, Gabby retrained as a teacher, spending a decade in the role. Since 2020, Gabby has returned as the Head of Marketing & HR at William & Partners.

Ruby Potts

Financial Adviser

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Having graduated from Oxford University with a First-Class degree in BA History, Ruby joined William & Partners as an Associate in 2021. At Oxford, Ruby represented St Hugh’s College as Student Vice-President and President of the History Society, as well as captaining two sports teams and writing for two student newspapers. Ruby also worked closely with St Hugh’s Development Office, becoming the most successful fundraiser for the 2021 Alumni Telethon campaign. Prior to joining William & Partners, Ruby worked as a Consultant for Page Group. Ruby has completed her CII Level 4 Diploma in Regulated Financial Planning as well as her Level 4 Certificates in Discretionary Investment Management and Securities Advice and Dealing.