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Position

Founder

CEO

Index

UHNW Wealth Managers

Location

Oxfordshire

Advice type

Financial planning

Investment strategy

Wealth management

Client type

Family offices

UHNW

UHNW families

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

William Proger

Spear’s Review

A wealth manager with more than two decades of experience, William Proger of William & Partners provides an affluent mix of UHNW and HNW individuals with private office, financial planning and wealth advisory services. 

The private investment office model has been popular with pre- and post-exit entrepreneurs as well as family offices, with clients seeking truly independent advice in a cost-effective manner. ‘We’ve found clients are impressed by that and interested by it as an option,’ he tells Spear’s.

According to the firm, it aims to offer investment strategies which are ‘straightforward to explain and highly liquid’, while delivering for clients at low costs. 

Before founding his own firm in 2020, Proger worked for Saranac Partners and previously served as the co-head of UK private wealth management for Mirabaud.

Rank: Recommended

Recommended 2025, UHNW Wealth Managers

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