Waverton Investment Management
Jeff Keen is an experienced finance professional with a strong background in investment management. Since May 2009, Jeff has served as Director and Head of Fixed Income at Waverton Investment Management, overseeing the Waverton Global Strategic Bond Fund and Waverton Sterling Bond Fund, while also contributing as a member of the Waverton Asset Allocation Committee. Prior to this role, Jeff was the Chief Investment Officer at TriAlpha from September 1999 to December 2008, where responsibilities included asset allocation and management of bond mandates. Jeff began a career in finance at Colonial First State, serving as Head of UK Equities from September 1985 to June 1999. Jeff holds a BSc Hons in Mathematics with Statistics from the University of Bristol, obtained between 1981 and 1984, and attended Isleworth Grammar School from 1974 to 1981.
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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.