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Waverton Investment Management
Waverton Investment Management is a London-based investment management firm founded in 1986. It specializes in investment solutions for private clients,...
Waverton Investment Management
Waverton Investment Management is a London-based investment management firm founded in 1986. It specializes in investment solutions for private clients, charities, financial advisers, and institutions. The firm's global investment approach incorporates stocks, funds, fixed interest, and alternative asset classes.
General information
Firm type
Generic
Year founded
1986
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
London, United Kingdom
Principals
Andrew Fleming
Chief Executive
William Dinning
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Waverton?
William Dinning serves as Chief Investment Officer and chairs the central investment committee. He oversees a research team of fourteen analysts who perform manager due diligence and recommend allocations across asset classes. Decisions on tactical positioning and manager appointments are made collectively by the investment committee, applying a house view built from bottom-up research.
What types of clients does Waverton serve?
Waverton serves high-net-worth individuals, family offices, trusts, pension funds, and charities. The firm maintains a dedicated charities team that runs endowment-style portfolios, while the private client division provides both advisory and discretionary management. Institutional mandates sit alongside the private wealth business.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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