PHONE +886 2770 36537
EMAIL w.holt@aldwincallen.com
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.