Waverton Investment Management Revenue and Competitors

WAVERTON IS A DISCRETIONARY INVESTMENT MANAGEMENT HOUSE DEDICATED TO CREATING HIGH QUALITY INVESTMENT PORTFOLIOS AND PROVIDING A PERSONAL SERVICE FOR PRIVATE INDIVIDUALS, TRUSTS, CHARITIES AND INSTITUTIONS Our principal aim is to generate 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 individual stocks, funds, fixed interest or alternative asset classes. The total headcount of the firm today stands at over 100 members of staff, of which a quarter are portfolio managers with direct client relationship responsibilities. We pride ourselves upon our internal controls, comprehensive in-house administrative operations and personalised client service. The firm is located in one office in Babmaes Street, in the West End of London. As at 31st December 2018 Waverton had approximately £5.4 billion of assets under management. All clients deal directly with their portfolio managers not relationship managers