William Cole

Areas of expertise

Onshore and offshore portfolios for private clients, trusts and charities; direct equity research and stock selection.

Experience

William joined Evelyn Partners in 2019 after graduating from The London School of Economics. He has experience managing discretionary multi-asset portfolios for private clients, trusts and charities. William is the lead equity research analyst for Household & Personal Products and also covers the Beverages industry. He has experience performing detailed investment research, holding company and analyst meetings and undertaking overseas research trips. William holds the CFA and Chartered Wealth Manager qualifications, as well as a Level 6 Certificate in Advanced Financial Planning.

Notable client work and achievements

• William builds his own financial models, ranging from equity valuation models that assist his team's stock selection process to school fees forecasts for clients.
• William has developed and implemented sizeable corporate bond portfolios, with one mandate focussing on low-coupon bonds for tax efficiency purposes. The portfolios are tailored to meet clients' specific requirements regarding duration, credit quality and currency.

Professional qualifications/memberships

• CFA Charterholder
• Chartered MCSI