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Waverton Investment Management

Waverton is an award-winning investment management house dedicated to creating high-quality investment portfolios and providing a personal service for private individuals, charities and institutions. Our principal aim is to generate attractive real returns for our clients over the long term, using an active, flexible approach through segregated portfolios or specialist funds. We attach huge importance to investing in what we believe to be the best ideas worldwide, be that in individual stocks, funds, fixed interest or alternative asset classes. 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. We pride ourselves upon our internal controls, comprehensive in-house administrative operations and personalised client service. Waverton has been investing in real Assets since 2010 and launched the Real Assets Fund in January 2019. It is a daily dealing, Dublin domiciled UCITS vehicle. It seeks to generate positive real return with lower volatility than equity markets through a combination of capital growth and income over the medium-to-long-term, by investing in a diversified portfolio of physically asset-backed businesses and cash flow streams. The fund invests in five broad real asset classes:- Property, Infrastructure, Asset Finance, Commodities and Specialist Lending.

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