Originally founded in 1986 as J. O. Hambro Investment Management, the firm became Waverton in 2014 following a management buyout. It is an owner-managed, independent investment firm that focuses on discretionary portfolio management. Its mission is to generate attractive, long-term, real returns for clients by actively managing portfolios across a range of asset classes. Waverton serves private individuals, charities, trusts, and institutional investors, emphasizing a personal approach to building and preserving wealth.

Founded in

United Kingdom