Waverton
Waverton
Waverton Investment Management is an independent investment management company, dedicated to providing a high quality service for private clients. Our business is discretionary investment management and we also offer integrated financial planning advice through our group company Timothy James & Partners. Our resources are focused on achieving one aim - generating superior investment return for our clients. We have been successfully managing portfolios for private clients for decades, so we understand that all clients have different investment profiles and require a personal approach. In our opinion, this is best achieved by portfolio managers rather than relationship managers. Our portfolio managers work directly with you, so they can gain a deep understanding of your situation, drawing on the experience and insight of the wider team when required. Absolutely central to our philosophy is a highly bespoke, flexible service.
For the majority of our clients we prefer to invest directly in equities. We have a clear and pragmatic investment process that has a global bottom-up approach to security and fund selection combined with an asset allocation overlay
Clients come to us from across the UK and our expertise include:
- Portfolios covering a variety of risk profiles, asset classes and in multiple currencies
- ISAs, trusts and personal pensions
- Private family funds and other family investment vehicles
- Responsible investing portfolios
Waverton also has a great deal of experience in managing portfolios for international clients and for those who are resident in the UK but who are foreign citizens, including US citizens.