Waverton Investment Management
Lieven Simon is a seasoned professional in the investment management sector, currently serving as the RFP Coordinator for the Charities Team at Waverton Investment Management since January 2024. Prior experience includes roles as an RFP Specialist in Real Estate at both Nuveen and PGIM Real Estate, and as an RFP Specialist in Multi Asset at GAM. Earlier career highlights feature a Marketing Assistant position at Daiwa SB Investments (UK) Ltd. and an investment analyst role at Redi & Partners, where responsibilities included preparing investor reports and supporting fund selection. Lieven Simon holds degrees from the University of Oxford in Chemistry, BPP Law School in Law, and Queen Mary University of London in the Management of Intellectual Property Law, as well as previous experience as a Trainee Solicitor at Pinsent Masons.
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.