Will Morgan, CFA

Partner at Fundsmith LLP
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK

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Credentials

  • Chartered Financial Analyst
    CFA Institute
    Jul, 2003
    - Nov, 2024

Experience

    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Partner
      • May 2022 - Present

    • Asst. Portfolio Manager, Smithson Investment Trust PLC
      • Jul 2017 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Managing Director, European Industrials Specialist
      • Feb 2015 - Jul 2017

      European Industrials marketing analyst, sitting in Global Investment Research. Cover autos, aerospace & defence, capital goods, and construction & building materials. Deputy-head of Industrials business unit.

    • Managing Director, Head of Construction & Building Materials
      • Dec 2010 - Jan 2015

      Head of European Construction & Building Materials in Global Investment Research. Coverage of major cement, building materials and contracting companies. Led team of 5. Led IPOs of Salini Impregilo and Braas Monier.

    • Executive Director, Co-Head of European Insurance
      • Jun 2004 - Nov 2010

      Co-Head of European Insurance team in Global Investment Research. Launched coverage on the reinsurance sector in mid 2005 as an Associate and became head in 2008. Led team of 7. Involved in IPOs of Vienna Insurance, Paris Re, PZU and Gjensidige.

    • Marketing Analyst, European Insurance
      • Jun 2003 - Jun 2004

      Marketing analyst (specialist sales) for European Insurance team in Global Investment Research

    • Analyst, Global Financials Equity Sales
      • Jun 2002 - Jun 2003

      Global Equity Sales, specialising in global financial services sector

    • Analyst, GSAM
      • Jul 2000 - Jun 2002

      Member of the analyst programme in Goldman Sachs Asset Management. Spent time in UK marketing, European Industrials, Global Equities.

Education

  • University of Bristol
    Bachelor of Science (BSc), Economics and Politics (1st class)
    1997 - 2000
  • Harrow School
    1992 - 1997

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