Who we are
Waverton is an award-winning investment management house dedicated to creating high-quality investment solutions. We provide a bespoke, personal service for private clients, charities, and institutions.
We are independent and owner-managed. Directors and employees of the firm have an equity stake in the business, thus aligning ourselves with the interests of our clients.
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.
Our 160+ strong team, headquartered in St James's, London, focuses on delivering the best possible outcomes for our clients, coupled with the highest levels of client service.
What we do
Having successfully managed portfolios for private clients for decades, we understand that all clients have different investment profiles and require a personal approach to the management of their investment portfolio. In our opinion, this is best achieved by portfolio managers who interact directly with clients, rather than communicating via relationship managers. We offer both a bespoke and segregated service as well as an MPS model solution accessed by platforms in the UK and overseas. Both solutions leverage our direct, global and active investment approach.
Our investment philosophy is to protect the value of our client assets against the negative impact of inflation and to grow these assets in real terms by an amount that equates to the level of risk individual clients are willing to accept.
Absolutely central to our philosophy is a highly bespoke, flexible service as few portfolios we manage have the same specific requirements. We take time to gain a true understanding of your requirements, objectives and tolerance to risk. This helps you choose which of our mandates is most suitable for you and to allow your portfolio manager to create a bespoke, flexible portfolio.
For the majority of our clients we prefer to invest directly in equities. Our approach is global; this provides us with the broadest and deepest opportunity set to identify companies that will generate superior returns over time. We invest to achieve the objective; securities have to justify their place in a portfolio and positioning is not dictated by weights relative to any benchmark.
We have a broad and experienced investment team of 44 individuals with specialisations in equities, bonds and alternative asset classes. The majority of the team is based in our office in London (we have 3 Asian equity specialists based in Bangkok). This engenders a collegiate culture where we can draw on the experience and knowledge of the wider team when making
decisions. The average experience of the team is over 23 years.
