38 min

07. Will Proger – Seeing opportunity in crisis and doing things differently in wealth management WABChats

    • Management

In Episode 7 of WABChats we talk to William Proger, Founder and CEO of William and Partners. We discuss, spotting opportunities and starting a business in the middle of a global pandemic, how the pandemic led William and Partners to do things differently and why and how one should consider engaging wealth managers pre-deal completion. 
For over two decades Will Proger has advised 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, Will 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.

Hosted on Acast. See acast.com/privacy for more information.

In Episode 7 of WABChats we talk to William Proger, Founder and CEO of William and Partners. We discuss, spotting opportunities and starting a business in the middle of a global pandemic, how the pandemic led William and Partners to do things differently and why and how one should consider engaging wealth managers pre-deal completion. 
For over two decades Will Proger has advised 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, Will 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.

Hosted on Acast. See acast.com/privacy for more information.

38 min