Waverton
Investment Management
We are an independent investment management house dedicated to providing a high quality service for private clients, charities and institutions.
Our focus is on generating attractive real returns for our clients over the long term, using an active, flexible approach through segregated portfolios or specialist Nunds. We attach huge importance to investing in what we believe to be the best ideas worldwide, be that in stocks, funds, fixed interest or alternative asset classes. All our decisions are based on rigorous in-house analysis and our research team conducts around 1,000 company meetings a year, both in the UK and overseas.
Environmental, social and governance (ESG) principles are embedded throughout our investment process and we actively engage with company management, voting on our largest shareholdings to encourage positive change
Services
Charities
We offer a dedicated and personal service to every charity, working in partnership to achieve your purpose
Checked on
23.03.2023
Financial Adviser
We offer a dedicated and personal service to every adviser, working in partnership to serve your clients over time
Checked on
23.03.2023
International Invester
We offer a dedicated and personal service, working in partnership with you to deliver your strategy
Checked on
23.03.2023
Private Investor
We offer a dedicated and personal service, working to protect and grow your wealth over time
Checked on
23.03.2023
Awards
PAM Awards
Private Asset Managers 2020
Insurances
Awaiting confirmation of PII
Our Advisers
Sasha Dabliz
Verified Reviews
Latest Reviews
Waverton manage investment portfolio for a number of my private clients, trust and charities
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I have worked with Waverton's for many years. They provide an excellent, bespoke service to many of my clients. They take time to get to know the client and provide a tailored investment service backed up by their in depth knowledge and rigorous analysis of the companies they invest in across the world. They are proactive and always responsive and flexible.
J H
Reviewed on 2023-05-31 14:04:10Private client portfolio management
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I have been a client of Waverton for 20 years and through all the ups and downs the market has seen in that time I have never regretted moving my account to them. I have had the same consultant throughout that time which I find reassuring and he is always available if I need to have an investment decision explained (Waverton have full discretion.)
J G
Reviewed on 2023-05-31 14:02:33Manage my portfolio
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I have been a client of Waverton's for many years. I would highly recommend their services and their communication in particular is very strong.
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Reviewed on 2023-05-31 14:01:33Investment
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I have been a client of Waverton's for more than 20 years. I have found them to be very professional and approachable with good and well researched ideas. They have certainly preserved my assets well through turbulent times and invested well throughout my time with them. Rupert Elwes took over the running of my investments at Waverton a few years ago and I have felt even more comfortable in my relationship with the Company since he did so.
P M
Reviewed on 2023-05-31 14:00:41Private client investments
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Waverton's have looked after not only my investments but Rupert Elwes And his team have given me such confidence in understanding the Market in difficult times. Wavertons is never further than a telephone call Away, I am for ever grateful for all the advice I have had since my husband Died in 2012, without Wavertons Rupert Elwes I would Not have had the Understanding of markets That I am beginning to have and enjoy to-day.
L B
Reviewed on 2023-05-31 13:59:16Private wealth management
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Excellent service, full understanding of my requirements and extremely good communication with my portfolio manager who is always so helpful with information and advice. Would highly recommend.
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Reviewed on 2023-05-31 13:56:28No media uploaded.
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Sasha Dabliz
Adviser contact details
- 020 7484 7484