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Waverton Investment Management

Website: waverton.co.uk

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Introduction

Waverton is an independent investment management house dedicated to providing high quality investment outcomes through bespoke discretionary portfolios and a platform based portfolio service. We are single minded in our approach and only provide investment management services - dovetailing with the financial and tax planning advice provided by financial planners. Founded in 1986, the headcount of the firm today stands at over 120 members of staff, of which a quarter are portfolio managers with responsibility for over £5.2bn of assets.

Models

We manage portfolios across the risk spectrum, from conservative through to growth portfolios. Our platform based Portfolio Service is available exclusively to clients of financial advisers to provide a cost effective and efficient means of investment. Our approach of using four specialist Waverton OEIC Funds as the ‘building blocks’ of our portfolios provides the best of both worlds - the simplicity and ease of a platform based portfolio with the sophistication and investment range of a fully discretionary portfolio. It also has important portfolio construction and cost benefits.

We currently offer five model portfolios:

 Model portfolio  Indicative long term return
Waverton Growth CPI+3.5%
Waverton Balanced CPI+3.0%
Waverton Cautious CPI+2.5%
Waverton Defensive CPI+2.0%
Waverton Conservative CPI+1.5%

Rebalance schedule

The Waverton Asset Allocation Committee meet every six weeks and a rebalance at asset allocation level may follow that meeting if a change in asset allocation is recommended by the Committee.

The portfolio manager may also decide to rebalance the asset allocation on an ad hoc basis to bring the asset class weightings to the Waverton recommended levels.  This will be on an occasional basis and may follow, for example, a period of strong equity markets which have driven our equity weightings significantly above the level recommended by the Waverton Asset allocation Committee.

In terms of the underlying holdings, these are held within the four OEIC structure and are constantly reviewed and, where necessary, sold or rebalanced according to the Waverton outlook and our judgement of the prospects for the underlying holding.

Charges

The Waverton annual management charge (AMC) is 0.4% per annum. This is not subject to VAT.

Contact details

Mark Barrington:

020 7484 2058

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WA03442

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WA03442 12/2017