William Proger

Spear’s Review

A wealth manager with more than two decades of experience under his belt, 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, he says, 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.

His firm aims to offer investment strategies which are ‘straightforward to explain and highly liquid’, while delivering for clients at low costs. ‘To us, good investment advice helps you make the right decisions today and tomorrow through its clarity,’ his firm says.

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.