William Morris

Head of Investments Weatherbys Private Bank

William manages Weatherbys’ systematic model portfolios of equity and bond index funds, and performs regular due diligence on its panel of third-party active managers. He also spends time in front of clients and ensures that the firm's private bankers are well-equipped to have high quality investments conversations themselves. Weatherbys is currently weighing up both semi-liquid evergreen vehicles – notably the new LTAF structure – as part of its discretionary investment portfolios, as well as a non-advised referral route into private equity.