William McGilivray joins Bedell Trust as a Director
Bedell has announced that William McGilivray has joined the London office as a Director within Bedell Trust.
His role in London is to assist in delivering the bespoke range of fiduciary services we offer our clients and to develop new business opportunities across the Group’s international locations.
William has been recruited from a leading financial services provider where he was a wealth planner in their private wealth group responsible for developing relationships and working with ultra high net worth families. He also has considerable experience in corporate and institutional banking, including global custody, fund administration and the delivery of front and back office solutions to corporate clients.
Beginning his career in Boston, Massachusetts and before moving to London in 2008, William provided management consultancy services to some of the largest and most prestigious asset management organisations in the United States. He has 16 years’ experience in financial services which has included a strong focus on wealth management for both private and corporate clients.
He was educated in the US where he received a Bachelor of Science degree from St. Michael’s College, Vermont, and an MBA with a focus on finance and investments from Clarkson University in New York.
Pauline Gale, Partner and Managing Director of Bedell Trust’s London office, commented:
“William’s appointment reinforces our commitment of recruiting experienced, highly qualified professionals across our organisation and adds to the depth of our expertise at a time of significant growth and expansion into new markets. His track record in the financial services sector and his wide ranging network of key intermediary relationships adds value to our client offering and supports our growth strategy.”
His appointment strengthens an experienced team that continues to win accolades and awards internationally. The firm was awarded ‘Owner Managed Trust Company of the Year’ in the STEP Private Client Awards 2011/2012 and was also included for the third consecutive year in the coveted list of ‘most admired‘’ UK companies by Private Client Practitioner (PCP), one of only 25 firms to be listed; while CEO Nick Cawley has been selected for the list of ‘Top 50 Most Influential Private Client Professionals‘ by PCP for the last two years.