Waverton is a discretionary investment management boutique that provides investment services for private individuals, trusts, charities and institutions. They offer clients a variety of options including individual stocks, funds, fixed interest or alternative asset classes.
Waverton Investment Management was originally founded as J O Hambro Investment Management (JOHIM) in 1986 by our late Chairman Richard Hambro. For the first fourteen years the company was owned by the Hambro Family and senior management. In 2001, JOHIM was acquired by the Credit Suisse Group, although it remained an independently managed entity. In 2013, Credit Suisse agreed to sell JOHIM to Bermuda National Limited, since re-named Somers Limited, and to the existing management team, thus re-establishing their credentials as an independent owner-managed investment management company.
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. The firm is located in one office in St James’s Square, in the West End of London. As at 31st March 2015, Waverton had approximately £4.6 billion of assets under management.