William Highbourne Wealth Management is a directly authorised Financial Advice & Discretionary Management firm based in Exmouth & Cheltenham. As a business we provide advice on Investments, Pensions, Estate Planning, long term care for individuals, families and small businesses. We are truly independent and pride ourselves on focusing on our clients individual unique need and providing a bespoke service to every person.We provide ongoing investment management and financial planning… Show more William Highbourne Wealth Management is a directly authorised Financial Advice & Discretionary Management firm based in Exmouth & Cheltenham. As a business we provide advice on Investments, Pensions, Estate Planning, long term care for individuals, families and small businesses. We are truly independent and pride ourselves on focusing on our clients individual unique need and providing a bespoke service to every person.We provide ongoing investment management and financial planning, with our clients usually staying with us for life, and also inter-generationally. My role is working with everyone in the business to drive growth, manage regulatory focus and work closely with my fellow Director and the Board to support all our employees and our clients. Show less

The EPE is a Brussels based partnership broker and a multi-stakeholder think tank. The EPE was launched after the Rio92 conference in July 1994, by a group of organisations under the leadership of Claude Fussler and the patronage of UNEP. EPE’s history proves that the organization has been - and is - visionary and the right party to foster ‘transformational collaboration’ for social and eco-innovation across the EU and globally.

In December 2015, I joined Simply Ethical as their Chief Investment Officer, where alongside my fellow Directors I am driving an innovative and fresh approach to managing Sharia-observant ethical investments. Simply Ethical is launching a new on line proposition to support small and medium investors who are seeking a way of saving for the long term. This is alongside an already well established business that works with HNWI and UHNWI, as well as many family offices around the… Show more In December 2015, I joined Simply Ethical as their Chief Investment Officer, where alongside my fellow Directors I am driving an innovative and fresh approach to managing Sharia-observant ethical investments. Simply Ethical is launching a new on line proposition to support small and medium investors who are seeking a way of saving for the long term. This is alongside an already well established business that works with HNWI and UHNWI, as well as many family offices around the world.I have a keen interest in new technology (fintech), especially supporting organisations in advancing this area to find new ways of developing the financial and banking sectors, especially around delivery and inclusion.As a Chartered Fellow of the Chartered Institute for securities and Investments (CISI) and a qualified Financial Planner, I hold the Islamic Finance Qualification and am an External Specialist Advisor to the CISI on Islamic Finance.Over recent years, I have spoken at many events in the UK, Europe, Middle East and Far East, on topics such as the integration of ethical and Islamic finance, the role responsible finance has in sustainable investing and the development of technology in this sector. I also contribute to many papers regularly and have written sections for books in Europe and Malaysia. Show less

Investing in untapped potential to build the triple bottom line between people, planet and profit through our social impact action-linked investing model on the blockchain

I work with individuals, families and small businesses that need investment advice and prefer a good level of interaction.My business serves clients throughout the UK, providing both an advisory and discretionary service. I have strong beliefs in working with my clients to help them achieve their long term financial objectives. Alongside financial planning, I offer stockbroking, investment management and an intermediary service to other professionals like solicitors, accountants… Show more I work with individuals, families and small businesses that need investment advice and prefer a good level of interaction.My business serves clients throughout the UK, providing both an advisory and discretionary service. I have strong beliefs in working with my clients to help them achieve their long term financial objectives. Alongside financial planning, I offer stockbroking, investment management and an intermediary service to other professionals like solicitors, accountants and other IFAs. Show less

I was a Non-Executive Board member of Cheltenham Borough Homes (CBH) and in October 2012 was appointed to the position of Chairman of the Board.CBH is the ALMO (Arm’s Length Management Organisation) for Cheltenham Borough Council and has the management contract to look after over 5,000 tenant, leaseholder and shared-ownership properties throughout the borough. CBH is a top performing UK ALMO, achieving three stars with excellent prospects from the Audit Commission. It has completed a… Show more I was a Non-Executive Board member of Cheltenham Borough Homes (CBH) and in October 2012 was appointed to the position of Chairman of the Board.CBH is the ALMO (Arm’s Length Management Organisation) for Cheltenham Borough Council and has the management contract to look after over 5,000 tenant, leaseholder and shared-ownership properties throughout the borough. CBH is a top performing UK ALMO, achieving three stars with excellent prospects from the Audit Commission. It has completed a number of new build projects and now owns its own properties. The company plays an important role in many areas of future development of social housing and the community of Cheltenham.As Chairman of the company, I was the strategic lead on the Board, ensuring good governance was met, developing the Board to meet future demands and working closely with the Chief Executive, other Board members and the Senior Leadership Team to achieve delivery of strategy.In my role as Chairman of the company, I strived to lead the Board on a number of new strategies, to achieve further development and growth in the level and quality of services that CBH can offer, including a focus on improving the communities around us.My role as Chairman was also ambassadorial to network widely in the sector and raise the profile of CBH both in Cheltenham and further afield, supporting new initiatives and champion those who dedicate so much time to these. Show less

Management Consultancy