Company Information

Get to know Waverton Wealth

Waverton Investment Management is a specialist investment manager that has been serving clients since its founding in 1986 as J. O. Hambro Investment Management. Following a management buyout in 2013, the company was rebranded as Waverton. The firm's core business is discretionary investment management, focusing on actively managing portfolios to protect and grow the wealth of its clients, which include private individuals, families, trusts, charities, and institutional investors. They combine this with comprehensive financial planning services to offer a holistic wealth management solution.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Waverton Wealth

United Kingdom

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.