William Cole, CFA

Experience

• 

  New College of the Humanities

  Jul 2014 - Jul 2014

  Work Experience
• 

  New College of the Humanities

  Jul 2018 - Dec 2018

  • Assisted the Financial Controller in preparing the annual financial audit• Delivered a comprehensive data audit of the College's three CRM systems to determine workflow and data inaccuracies requiring resolution to drive more efficient processes

  • Finance Assistant

    Sept 2018 - Dec 2018

  • Sales And Marketing Intern

    Jul 2018 - Aug 2018
• 

  Investec Wealth & Investment UK

  Sept 2018 - Sept 2018

  Student Programme

  • Gained a greater understanding of the wealth management industry• Met and held discussions with investment managers, strategists, and financial planners

• 

  Evelyn Partners

  Sept 2019 - now

  • Manage bespoke discretionary portfolios for HNW/UHNW individuals, trusts, and charities• Experienced in relationship management and portfolio construction• Lead internal Household & Personal Products equity analyst • Completed the Smith & Williamson (now Evelyn Partners) Graduate Scheme, working for multiple investment desks serving diverse clientele

  • Investment Manager

    Mar 2022 - now

  • Assistant Investment Manager

    Jun 2021 - Mar 2022

  • Trainee Investment Manager

    Sept 2019 - Jun 2021