About this event
George Bromfield, Head of Adviser Solutions and William Dinning, CIO provide an overview of the key drivers of portfolio performance, portfolio positioning and our global outlook.
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Bill joined the company in August 2017 and in 2019 was appointed Chief Investment Officer. He is also chairman of the Asset Allocation Committee and a member of the Management Committee. Bill was previously Head of Investment Strategy at Coal Pension Trustees, helping to run the £20 billion Coal Industry pension schemes. Prior to that he had the same job title at Kames Capital in Edinburgh where he was responsible for managing several different funds and client mandates. He began his career with investment bank PaineWebber and subsequently worked for investment banks Merrill Lynch and UBS Warburg in a variety of research roles in London, New York and Hong Kong. He has MA degrees in Philosophy, Politics and Economics from Trinity College, Oxford and in American Government from Georgetown University, Washington DC.
George joined in 2024 and is Head of Adviser Solutions, as well as managing investment portfolios for clients and their professional advisers. He joined from Brooks Macdonald where he was a Senior Investment Director and Head of London, having joined the firm in 2007 as a graduate trainee. Over his 16 years with Brooks Macdonald, George performed various roles, including leading the Emerging Markets Research for a number of years, managing client and adviser investment portfolios and heading up London investment teams. George has various investment qualifications and is a Chartered Fellow of the CISI and has a degree in Chemistry from the University of Bristol.
With £24 billion in assets under management (AUM) and a team of c.350 professionals, W1M specialises in working with individuals, families, charities, financial advisers and institutions.