We want to take a moment to thank our clients, partners, and colleagues for their support throughout the year! This Christmas, we wish you and your loved ones a happy festive season filled with warmth, laughter, and peace🎄 From all of us at Waverton, Merry Christmas and a Happy New Year🌟
About us
Waverton is an award-winning investment management house dedicated to creating high-quality investment solutions and providing bespoke, personal service for private clients, charities, financial advisers and institutions. Our focus is on generating attractive real returns for our clients over the long term, using an active, flexible approach through segregated portfolios or specialist funds. We attach huge importance to investing in what we believe to be the best ideas worldwide, be that in stocks, funds, fixed interest or alternative asset classes. All our decisions are based on rigorous in-house analysis and our research team conducts around 1,000 company meetings a year, both in the UK and overseas. Environmental, social and governance (ESG) principles are embedded throughout our investment process and we actively engage with company management, voting on our largest shareholdings to encourage positive change.
- Website
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http://www.waverton.co.uk
External link for Waverton Investment Management
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- London
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Bespoke Investment Solutions, Discretionary Investment Management, Personalised Client Services, and Managed Portfolio Service
Locations
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Primary
Get directions
16 Babmaes Street
London, SW1Y 6AH, GB
Employees at Waverton Investment Management
Updates
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We are thrilled to announce that our Charities team has been shortlisted for Charity Investment Management Company and Saskia Blyham, Corporate Sustainability Manager, has been shortlisted for Impact/ESG Adviser of the Year at the Citywealth Magic Circle Awards 2025! 💡Vote for us here > https://lnkd.in/eBb4pNKn
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William Dinning was on CNBC this morning providing his outlook for equities and the global economy 🌍 📺 Watch here > https://lnkd.in/ec-Pb3Yp
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Stuart Lamont, Financial Planner at Waverton Wealth, looks at the innovative financial gift ideas grandparents could consider this Christmas🎄 He suggests that instead of traditional toys, grandparents could consider financially transformative gifts, leveraging government-supported savings plans to make a lasting impact on their grandchildren's futures💡 🔗Read the full article here > https://lnkd.in/eH_xDi5p
A giving gift for grandchildren | Waverton
waverton.co.uk
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In the final Global Outlook video of the year, William Dinning, Chief Investment Officer, reflects on the strong performance of global stock markets in 2024💡 In looking ahead to 2025, he emphasises the importance of markets continuing to have a benign view of the path of future inflation if we are to have another good year for financial assets.
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🎙️To close out 2024, we welcome the acclaimed financial journalist, John Authers to the Why Invest? Podcast. With over 30 years of experience at the Financial Times and Bloomberg, John shares his expert insights on the year, including the resilience of the U.S. economy, the evolving battle against inflation, and the growing influence of geopolitics on markets💡 🔗Listen to the full episode here > https://lnkd.in/gjQi26t5
An Interview with John Authers: Senior Markets Editor at Bloomberg | Waverton
waverton.co.uk
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In his latest article, James Mee, CFA, examines whether the current economic environment is more reflective of the inflationary 1970s or the policy-driven 1990s bull market🌎 🔗You can read the full story here > https://lnkd.in/ewmkGCx3
Thought experiment from the Multi-Asset desk: what is a better analogue for markets today - 1970s or 1990s? https://lnkd.in/eJ6JkkYK
1970's or 1990s? | Waverton
waverton.co.uk
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James Mee, CFA, Co-Head of Multi-Asset Strategies, discusses the potential shift to more self-sufficient economies in his latest insight piece 'The purpose of a national economy...'💡 Read the full piece here > https://lnkd.in/es7nGmem
What actually is the purpose of an economy? Make and sell cheap stuff? Surely more. There might be a legitimate economic and political rationale for producing more at home. Even if it is inflationary. https://lnkd.in/eYPCkJiX
The purpose of a national economy… | Waverton
waverton.co.uk
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We understand the demanding and accountable environment in which charities operate. If you are a charity trustee, we invite you to join Jennifer Fisher, Head of Equities, Saskia Blyham, Corporate Sustainability Manager, and Isobel Fraser, Charities Business Development Manager, for a webinar discussing our approach to responsible investment this Thursday 5 December at 11.00am. Register here to join live or view on demand > https://lnkd.in/eRHd98Nw
Waverton Charity Team on: Responsible Investment Trustee Workshop | Waverton
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As the Waverton Multi-Asset Income Fund reaches its 10-year anniversary, fund manager James Mee, CFA speaks to Citywire's Amy Maxwell about the key factors behind the fund’s success. 🔎You can watch the full video here > https://lnkd.in/eXHR3SS4
Celebrating a decade of resilient returns 🎉 The Waverton Investment Management Multi-Asset Income fund just hit its 10-year mark! James Mee, co-head of multi-asset strategies at Waverton, shares the secrets to the fund’s success: an active, global approach, high-quality assets, and a unique take on risk. In volatile markets, Waverton stands out. Instead of chasing yield, the team focuses on maintaining stable returns and protecting capital, even during tough times, to deliver not only financial stability but also the confidence investors need to make calm, strategic decisions. Learn how Waverton’s focus on total return and free cashflow keeps portfolios resilient for the long run. Here’s to another ten years! ➡️https://ow.ly/t9ng50Uf1uU #Waverton #Investment #MultiAsset #CapitalProtection #Finance #InvestmentStrategies This is sponsored content.