Sustainability. We mean it.


William Morgan

Client Service

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.