Waverton Investment Management

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

Waverton Investment Management
TypePrivate
IndustryFinance
Founded1986
HeadquartersLondon, United Kingdom
Area served
Worldwide
Key people
AUM£12.7 billion
Websitewaverton.co.uk

History

The firm was established as J. O. Hambro Investment Management in 1986.[3] It was co-founded by Richard Hambro, Lord Balniel, and David Chaplin.[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 £12.7 billion of assets under management as at 31 March 2022.[8]

References
  1. "Nick Tucker". About Us. Waverton. Retrieved 18 August 2021.
  2. "David Rosier". About Us. Waverton. Retrieved 18 August 2021.
  3. Tanzeel Akhtar, JO Hambro rebrands as Waverton Investment Management, Interactive Investor, 13 January 2014
  4. 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. "Somers Limited Portfolio". www.somers.limited.
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