Waverton Investment Management is an investment management firm headquartered in Westminster, London, United Kingdom.
| Company type | Private |
|---|---|
| Industry | Finance |
| Founded | 1986 |
| Headquarters | London, United Kingdom |
Area served | Worldwide |
Key people | |
| AUM | £12.7 billion [citation needed] |
| Website | waverton.co.uk |
History edit
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 edit
- ^ "Nick Tucker". About Us. Waverton. Retrieved 18 August 2021.
- ^ "David Rosier". About Us. Waverton. Retrieved 18 August 2021.
- ^ a b Tanzeel Akhtar, JO Hambro rebrands as Waverton Investment Management, Interactive Investor, 13 January 2014
- ^ a b c d Emiliya Mychasuk, Emiko Terazono, Hambro era shift, Financial Times, 28 May 2009
- ^ Anousha Sakoui, Haig Simonian, Credit Suisse weighs up JOHIM sale, Financial Times, 20 May 2012
- ^ James Phillipps, JO Hambro Investment Management rebrands as Waverton, Citywire, 13 January 2014
- ^ "Waverton acquires Timothy James & Partners". www.waverton.co.uk. Retrieved 18 August 2021.
- ^ "Somers Limited Portfolio". www.somers.limited.
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