Waverton

Services Provided

  • Discretionary

Location

  • 1 UK Location

Investment

  • Investment Manager
  • Founded 1986

Pooled Accounts

  • Minimum Account £10K
  • Assets Under Management £8.3M
  • Number Of Clients 14

Segregated Accounts

  • Minimum Account £1M
  • Assets Under Management £801M
  • Number Of Clients 128

About Waverton

Waverton Investment Management, originally founded as J O Hambro Investment Management (JOHIM) in 1986, is an independent discretionary investment management house. We are dedicated to providing a high quality investment management service for private clients, charities and institutions.

Upcoming Events

Waverton Investment Forum

09.09.2019 13:30 - 17:00

Our Philosophy

Charities exist to act, and to act is to spend. Whether from income or capital growth (or both), a reasonable surplus must be generated to further the charity’s objectives. Our investment philosophy is to protect the value of our client assets against the negative impact of inflation and to grow these assets in real terms by an amount that equates to the level of risk individual clients are willing to accept.

Absolutely central to our philosophy is a highly bespoke, flexible, service as few portfolios we manage have the same specific requirements. We take time to gain a true understanding of your requirements, objectives and tolerance to risk. This helps you to choose which of our mandates is most suitable for you and for your portfolio manager to build you an appropriate portfolio. We therefore encourage direct communication between our portfolio managers and their clients.

We prefer to invest in individual companies rather than via a third party fund. Our approach is global; this provides us with the broadest and deepest opportunity set to identify companies that will generate superior returns over time. We invest to achieve the objective; securities have to justify their place in a portfolio or fund and positioning is not dictated by weights relative to any benchmark or index.