Major PRS REIT shareholders call for board shake-up
Investors including Harwood Capital, CCLA and Waverton are seeking to remove board chair Stephen Smith and NED Steffan Francis
Waverton Investment Management
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Square Mile: Baillie Gifford and Fidelity fund ‘A’ ratings removed
While CT Global Social Bond has been inducted into the Academy of Funds for the first time
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London & Capital and Waverton IM to merge into £17bn wealth manager
Lovell Minnick Partners (LMP) will take a majority shareholding
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Waverton’s Paris Jordan heads to Charles Stanley
Will become head of responsible investing
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Defaqto names Timeline Classic – 50 as most recommended MPS by advisers
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
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Waverton: Why we have our lowest credit allocation since the global financial crisis
While the wealth manager sees value in gilts for the first time in years
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Waverton Sterling Bond most viewed among advisers
While inflation protection searches ‘barely register’, acccording to Square Mile’s Market Intelligence report for Q2
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Jupiter UK Alpha stripped of Square Mile rating following Buxton’s retirement
BlackRock, BNY Mellon and Waverton funds also saw rating changes
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European equities offer more than a China play
Banks, semiconductors and ‘green capex’ offer some appealing opportunities on the Continent
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Waverton appoints former WH Ireland director as CFO
David Welch departs after 26 years
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Waverton IM hits £9.1bn in assets as inflows jump
The firm booked net new assets of £1.4bn over the full year
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Waverton hires quartet from Evelyn
Graeme Brock, Roger Haxton and Lauren Craig arrive as portfolio managers