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.

Investment Management

Waverton Investment Management

Karen Davis

Harish Shah

Steve Chhoker

Edward Blake

Michael Allen

William Dinning

Mudassar Ulhaq

Jasdeep Sanghera

Dominic McLachlan

The Leadership Team at Waverton Investment Management is responsible for setting the strategic direction of the company, ensuring it meets its financial and operational goals. This team collaborates to oversee all facets of the business, including finance, technology, operations, investments, and information management. They play a pivotal role in maintaining high standards of service and performance, integrating ESG principles, and steering the organization towards long-term growth and success.

Leadership Team

Portfolio and Fund Management

Management and Compliance

Marketing and Client Relations

Leadership Team

About

Team members

Other teams at Waverton Investment Management

Portfolio and Fund Management

Management and Compliance

Marketing and Client Relations