William Morris, CFA

William has over 15 years of experience encompassing investment advice and portfolio optimisation, and enjoys bringing this world to life in a friendly and engaging way.

His career has bridged time spent in front of clients as well as in investment engine rooms. Most of his decade at Barclays was focused on strategic asset allocation research, while at Oxford Risk he worked on data science relating to behavioural finance.

At Weatherbys, William is responsible for overseeing the investment portfolios that form the ‘core wealth reserve’ of our clients’ financial plans. He also maintains a panel of third-party managers who cater to bespoke investment needs.

William holds a First Class Master’s in Mathematics from Imperial College London, where he was awarded a G-Research award for Academic Excellence. He is a CFA® Charterholder and a member of the London Quant Group, where he has spoken about his research on the topic of diversification.

William is passionate about investing and he has featured on The Evidence Based Investor website where he coined the term “Explanation-based investing” as an alternative to the term “passive investing”, emphasizing the importance of making investment decisions based on clear, evidence-backed reasoning rather than labels or activity levels.

In addition, each quarter William hosts an economics update from our London office alongside Paul Dales, Chief UK Economist at Capital Economics. The pair discuss domestic and global economic growth, inflation trends, interest rate forecasts, fiscal policy, productivity challenges, and global risks. Previous recordings can be viewed here.