William Peter Holt
Head of Asset & Wealth Management
Mr. Holt is the Head of Asset & Wealth Management at Aldwin Callen. Mr. Holts career in the securities sector spans over two decades, including twelve years as an investment manager for businesses, partnerships, high-net-worth individuals, and family groupings.
Mr. Holts focuses the company's asset management strategy on investing for the long term. As Head of Asset & Wealth Management he provides leadership, advanced financial planning, and oversight of client relationships and corporate operations.
Mr. Holt, a natural creative, is continuously exploring new ideas and seeking solutions to ensure his team and clients have the greatest potential for long-term success.
What has driven you to your current career path?
Aldwin Callen attracted me to the company due to the excellent degree of expertise and assistance it provides.
What is the best advice you’ve ever been given?
You cannot manage what you do not measure.