Will Dickson, Head of Portfolios, named in Wealth Managers Top 30 Under 30

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  • May 24, 2017

P1 are proud to announce our Head of Portfolio Management, Will Dickson, has been named in Wealth Manager’s 30 under 30 2017.Will Dickson

Wealth Manager’s Top 30 Under 30 looks to find young stars in the UK private client investment management industry who are making their mark. This can be seen in not only Will’s rise to Head of Portfolio Management at P1, but also in his continued research in to best practices and improving investment processes. Read his most recent article on risk management here, written in collaboration with Head of Research Dr Quintin Rayer.

Now in its seventh edition, Top 30 Under 30 was more competitive than ever this year with over 210 applicants, setting a new record. This is the second year in a row that Will has made the selection for the final 30.

Wealth Manager:  “The quality of the applications also keeps on rising, making it a very tough task to whittle them down to just 30. All are excelling in their jobs and have worked hard to build the knowledge and qualifications that have seen them advance in their fields so quickly.

The select list is based on a combination of professional qualifications, with an ever-growing number having attained either CFA charter holder status or the chartered wealth manager designation, and in some cases both.

We also consider their academic achievements and the importance of the role that they play at their current companies. This includes personally running client money, being members of different investment committees or other ways in which they influence their businesses day to day.

Posted By Will Dickson

Chief Investment Officer Will Dickson is a Chartered Wealth Manager as part of the Chartered Institute of Securities and Investment (CISI) qualification scheme. This recognition was obtained following an MSc in Finance and Investment from the University of Exeter, and an Accounting and Finance BSc from the University of Bath. Will’s exceptional talent is recognised by CityWire’s Wealth Manager, having been named as one of the UK’s Top 30 investment managers under the age of thirty for the last three years. Will manages and oversees P1’s range of investment portfolios. Working with the Investment Team, Will shapes the investment policy and fund selection for our Passive, Hybrid and Ethical and Sustainable portfolios. In conjunction with managing the fund portfolios, he oversees and our AIM Inheritance Tax and Tier 1 Investment Visa equity portfolios. Will has joint written articles with P1’s Head of Research, Dr Rayer. Their article “Hypothesis: Risk, like Mass and Energy, can neither be created nor destroyed” featured in the CISI’s The Review of Financial Markets. In addition to contributing to articles with Dr Rayer, Will often delivers P1 CISI Endorsed lectures to Independent Financial Advisers. You can see Will’s take on weekly investment news here.