Waverton Investment Management Limited

Waverton Investment Management Limited, a Corporation with 145 employees, including 34 staff in advisory roles, has been approved by the U.S. Securities and Exchange Commission since September 2001. Although the number of clients it serves is not revealed, the firm's outstanding track record in investment management and other financial services has earned it a highly reputable status.

• ALGERNON ALAN PERCY

  DIRECTOR owns less than 5%

• ANDREW NEIL RITHET FLEMING

  CHIEF EXECUTIVE OFFICER owns less than 5%

• BNL INVESTMENTS UK LIMITED

  SHAREHOLDER owns 75% or more

• CHARLES JILLINGS

  DIRECTOR owns less than 5%

• DAVID MORGAN

  DIRECTOR owns less than 5%

• DAVID WELCH

  CHIEF FINANCIAL OFFICER owns less than 5%

• FREDERICK DAVID STEWART ROSIER

  CHAIRMAN owns less than 5%

• HARISH SHAH

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MICHAEL DAVID ALLEN

  CHIEF OPERATING OFFICER owns less than 5%

• CNR TRUST

  OWNER owns 75% or more

• DUNCAN SAVILLE

  OWNER owns 75% or more

• GENERAL PROVINCIAL LIFE PENSION FUND

  OWNER owns more than 50% but less than 75%

• HH STEPHENS TRUST

  OWNER owns 75% or more

• JOSH MANAGEMENT LIMITED

  CONTROLLER owns more than 25% but less than 50%

• PERMANENT INVESTMENTS LIMITED

  CONTROLLER owns more than 25% but less than 50%

• SOMERS ISLES PRIVATE TRUST COMPANY LTD

  OWNER owns 75% or more

• SOMERS LIMITED

  CONTROLLER owns 75% or more

• UIL INVESTMENTS LIMITED

  CONTROLLER owns more than 25% but less than 50%

• UNION MUTUAL PENSION FUND LIMITED

  OWNER owns 75% or more

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• Cheyne Capital Management UK LLP
• Signia Wealth Limited
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• PGIM Fund Management Limited
• Episteme Capital Partners UK LLP

• Waverton Investment Management Ltd Q4 2022 vs. Q1 2023: Investments in Technology and Healthcare Rise
• Is it time to seek value in unfashionable investments?

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