Waverton Investment Management
Alena Isakova, CFA, has extensive experience in investment management, currently serving as the Fund Manager for Global Equities at Waverton Investment Management since July 2016, where primary responsibilities include managing the Waverton Strategic Equity Fund and previously the Waverton Asia Pacific Fund. Prior to this role, Alena worked as an Equity Analyst at Waverton, focusing on investment recommendations in the Asia ex Japan region. Before joining Waverton, Alena was an Assistant Tax Advisor Graduate at EY, specializing in US-UK private client tax, and supporting high net worth US expatriates in the UK. Alena Isakova earned a Master's degree in Biochemistry, Molecular and Cellular Biochemistry from the University of Oxford in 2014.
Waverton Investment Management
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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.