About this event
Join William Dinning, Chief Investment Officer at W1M, at 12pm on Friday 27th February (and afterwards on demand) as he provides a recap on 2025, an update on markets and geopolitics, and what to expect in 2026.
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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.
Drew is a Chartered Financial Planner and a Fellow of the Personal Financial Society. Furthermore, Drew holds a Certificate in ESG Investing via the CFA Society UK. As a vastly experienced financial planner, Drew works with private clients across a broad range of wealth planning matters, focusing on retirement planning, wealth creation and preservation, and intergenerational planning.
Simon is a Chartered Financial Planner with over 20 years’ experience in offering bespoke financial advice to private and corporate clients. His areas of expertise include complex retirement planning, inheritance tax & succession planning and wealth management. Simon has sat on the committee for the Personal Finance Society for Central Scotland and been a council member for the Insurance Society of Edinburgh. For the last 3 years he has worked for the University of Edinburgh Law School running tutorials for their students taking the Diploma in Professional Legal Practice.
With £24.5 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.