Vice President, Personal Financial Services
William holds a 1st class Masters degree in Finance from the National University of Ireland, Dublin. He is also a CFP® professional and holds the Chartered Financial Consultant and Chartered Mutual Fund Counselor designations. William has 22 years of experience providing wealth management advice and portfolio management services to high net worth individuals.
Prior to joining GYC Financial Advisory, William was a Director in UBS AG and a pioneering independent financial adviser in Singapore.
As an investment manager and trader, William focuses on constructing multi-asset portfolios with absolute return strategies to deliver stable portfolio characteristics.
William is also an experienced wealth manager well-versed in business continuity planning, retirement planning, asset privacy protection and other wealth management strategies from a global perspective.
He is the author of "How To Be A Successful Investor", and his views have been widely featured in various media like The Asian Wall Street Journal, The Peak, The Strait Times, Sunday Times, Business Times, The Edge, Channel News Asia, Channel 8, News Radio 93.8 FM, Smart Investor and The New Paper, along with several books.