Our purpose, culture and history
Explained: our focus on Sustainable Wealth Creation
We aim to change investment for better, forever, for all
Explained: our focus on Sustainable Wealth Creation
Harnessing investor capital to change companies for good, from within
William joined the EOS client team in 2021 and has six years' prior experience in client servicing roles within the investment management industry. He holds a BA (Hons) degree in Chinese from the University of Leeds, the CFA UK Level 4 Investment Management Certificate, the CFA Certificate in ESG Investing and is an EFFAS-certified (European Federation of Financial Analysts Societies) ESG analyst (CESGA®). He is a Japanese and Mandarin speaker.