WILLIAM ORENSTEIN, Chartered MCSI, DipPFS, Director
William is a Director of Wigmore Associates Wealth Management. Having been in Wealth Management for over 30 years, William established Wigmore Associates to provide both portfolio management and financial planning with an exceptional level of personal service.
He manages portfolios for Individuals, Pension Schemes, Trusts and Charities. He has over 30 years’ experience in private client fund management, starting his career as a stockbroker and establishing this business in 1999, having also held various directorships in other industries.
His broad business experience enables him to provide high level investment, wealth and tax planning advice, to family offices and high net worth individuals, with a focus on City Professionals, business owners, lawyers and accountants, on the efficient structuring of their wealth and investments across a range of tax strategies.
He is a Chartered member of the Chartered Institute for Securities & Investment, and member of the Chartered Institute of Investments.
LIZZY SHORT BA (Econ), DipPFS, CertPFS (DM), CeFA, CeMAP
Lizzy manages portfolios for Individuals, Pension Schemes and Trusts, having previously worked with a specialist private finance company in the City. Lizzy specialises in fund research and portfolio construction, and is a member of the Investment Committee. She is also responsible for the administration and day to day management of the portfolios, trusts and pension schemes. Lizzy read Economics at Newcastle University, is a member of the Chartered Institute of Investments, and holds the Diploma in Financial Planning and the Certificate in Discretionary Management.
Roger is one of the BBC’s most experienced presenters and correspondents. He is currently presenter of Business Matters on BBC World Service and Radio Four. He has covered nine wars and twenty two elections as well as coups, revolutions and other major events across the world for TV and radio. Since 1999 he has been presenting the World Today, Newshour and other BBC World Service programmes, along with the World Tonight on Radio Four, and Talking Point on BBC World TV. Roger is a member of our Investment Committee.
David Smith has been Economics Editor of The Sunday Times since 1989, where he writes a weekly column. He is also an assistant editor and policy adviser. He has won a number of awards, including the Harold Wincott award for Senior Financial Journalist of the Year (2004), Editorial Intelligence Economic Commentator of the Year 2013 and Business Journalist of the Year in the 2014 London Press Awards. Prior to joining The Sunday Times, he worked for The Times, Financial Weekly, the Henley Centre for Forecasting and Lloyds Bank.
David Smith is the author of several books, including The Rise and Fall of Monetarism, Mrs Thatcher’s Economics, North and South, From Boom to Bust, UK Current Economic Policy, Eurofutures, Will Europe Work?, Free Lunch: Easily Digestible Economics, The Dragon & the Elephant: China, India and the New World Order, and The Age of Instability, about the banking crisis and the global recession. His most recent book is Something Will Turn Up: Britain’s economy, past, present and future. He was born and brought up in the West Midlands and studied at the Universities of Wales, Oxford and London. He is a visiting professor at Cardiff and Nottingham Universities. David is a member of our Investment Committee.
Anthony began his career in the City in 1966 as an investment analyst assessing financial markets for Far Eastern clients, and he took an early interest in hedge funds. In 1984 he founded Allenbridge Group plc, the retail division of which had 25,000 clients was sold to Close Brothers Asset Management in February 2011. The other two divisions consist of a research division which researches into alternatives investment for Private Banks and Wealth Managers and an institutional consultancy to local government and corporate pension schemes. Moody’s corporation was a shareholder of the institutional division until 2016 when Allenbridge was merged into MJ Hudson, an asset management consultancy. Allenbridge provides individual independent investment advisers and professional trustees to corporate pension schemes, local government pension schemes and charitable organisations, and has over £60bn of assets under advisement.
Anthony is a member of the Chartered Institute for Securities & Investment. He has recently stepped down as a non-executive director of Anglo-Pacific Group plc (a London listed FTSE 250 Index constituent) and serves on the boards of several charities and non-profit organisations. Anthony is a member of our investment committee.
Qualified in 1977, Christopher has extensive experience as a solicitor specialising in inheritance tax and personal tax planning strategies, estate planning and trusts. He provides invaluable technical legal advice in these complex areas, having assisted many of our clients since 2001.