Partner
UHNW Wealth Managers
London
UHNW
Financial Services
Wealth Management & Private Banking
Wealth adviser
Spear’s Review
A wealth manager with more than two decades of experience under his belt, William Proger provides an affluent mix of UHNW and HNW individuals with private office, financial planning and wealth advisory services.
The private investment office model has been popular with pre- and post-exit entrepreneurs as well as family offices, he says, given the ability to provide truly independent advice in a cost-effective manner. 'We've found clients are impressed by that, and interested by it as an option,' he tells Spear's.
His firm aims to offer investment strategies which are 'straightforward to explain and highly liquid', while delivering for clients at low costs. 'To us, good investment advice helps you make the right decisions today and tomorrow through its clarity,' his firm says.
Before founding his own firm in 2020, Proger worked for Saranac Partners, and previously served as the co-head of UK private wealth management for Mirabaud.
Rank: Recommended
Recommended 2023, UHNW Wealth Managers