Williams Investment Management, an independent investment management firm based in Harrogate, is delighted to announce the promotion of Abi Ostler to become its first Chief Operating Officer (COO).
Abi joined Williams Investment Management in 2024, re-uniting her with Duncan Williams and John Newsome , both of whom she worked with at Cawood Smithie & Co. and Brown Shipley. With a strong background in securities operations, she has developed a reputation for diligence, professionalism, and commitment to exceptional client administration.
A member of the Chartered Institute for Securities & Investment, Abi has demonstrated a deep understanding of operational excellence and regulatory standards, further strengthening the firm’s dedication to delivering service of the highest quality. Her appointment supports Williams Investment Management’s commitment to operational efficiency and effectiveness whilst placing client interests firmly at the centre of everything it does.
“Abi’s promotion is thoroughly deserved and reflects her outstanding capability, leadership qualities, and shared vision for the firm,” said Duncan Williams, Director, Williams Investment Management. “Her experience and approach will play a vital role as we continue to grow and prepare the business for an exciting and successful 2026.”
Williams Investment Management is widely respected for offering highly personal client service, supported by progressive systems and technology. This combination ensures that clients benefit from bespoke advice supported by a robust and efficient infrastructure. Abi’s role will be instrumental in continuing to develop the firm’s operational framework and upholding its culture of excellence.
Commenting on her appointment, Abi Ostler said: “I am delighted to be stepping into the role of COO. Williams Investment Management places genuine emphasis on client care and disciplined investment management, and I look forward to supporting the team as we continue to build on our success and shape the future of the firm.”
This senior appointment marks an exciting phase of growth for Williams Investment Management as it strengthens its leadership team and looks ahead with ambition.
About Williams Investment Management
Williams Investment Management is an independent investment management firm based in Harrogate. The firm is dedicated to delivering bespoke investment solutions, exceptional personal service, and long-term value for clients. Combining traditional investment expertise with modern systems and technology, the team prioritises transparent communication, prudent decision-making, and unwavering commitment to client interests.
