Waverton Investment Management

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Waverton Investment Management
TypePrivate
IndustryFinance
Founded1986
HeadquartersLondon, United Kingdom
Area served
Worldwide
Key people
  • Nick Tucker (CEO)[1]
  • David Rosier (Chairman)[2]
AUM£6.87 billion[citation needed]
Websitewaverton.co.uk

Waverton Investment Management is an investment management firm headquartered in Westminster, London, United Kingdom.

History[]

The firm was established as J. O. Hambro Investment Management in 1986.[3] It was co-founded by Richard Hambro, Lord Balniel, and .[4] It was named in honor of Richard Hambro's father, Jocelyn Olaf Hambro.[4] It is a completely separate company from J.O. Hambro Capital Management.[4]

The firm was acquired by Credit Suisse in 2001,[4][5] who sold it to Somers Limited in 2013.[6] It was renamed Waverton Investment Management in 2014.[3]

In 2019, the firm acquired London-based independent financial planning and investment advisory business Timothy James & Partners.[7]

The firm had GBP £6.87 billion of assets under management as at 31 December 2020.[8]

References[]

  1. ^ "Nick Tucker". About Us. Waverton. Retrieved 18 August 2021.
  2. ^ "David Rosier". About Us. Waverton. Retrieved 18 August 2021.
  3. ^ a b Tanzeel Akhtar, JO Hambro rebrands as Waverton Investment Management, Interactive Investor, 13 January 2014
  4. ^ a b c d Emiliya Mychasuk, Emiko Terazono, Hambro era shift, Financial Times, 28 May 2009
  5. ^ Anousha Sakoui, Haig Simonian, Credit Suisse weighs up JOHIM sale, Financial Times, 20 May 2012
  6. ^ James Phillipps, JO Hambro Investment Management rebrands as Waverton, Citywire, 13 January 2014
  7. ^ "Waverton acquires Timothy James & Partners". www.waverton.co.uk. Retrieved 18 August 2021.
  8. ^ "PAM Insight - Waverton posts strong performance in pandemic year as it prepares for further growth". www.paminsight.com.{{cite web}}: CS1 maint: url-status (link)
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