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 Portfolio and Fund Management team at Waverton Investment Management is responsible for the active management and oversight of investment portfolios and funds. They use a rigorous in-house analysis approach to make informed decisions on investing in global stocks, funds, fixed interest, and alternative asset classes. This team aims to generate attractive real returns for clients over the long term while integrating ESG principles and engaging with company management to encourage positive change.

Portfolio and Fund Management

Management and Compliance

Marketing and Client Relations

Portfolio and Fund Management

About

Team members

Other teams at Waverton Investment Management

Management and Compliance

Marketing and Client Relations