Algernon Percy has big plans for Waverton: the firm continues to expand its focus, having rebranded from JO Hambro Investment Management in 2014. It’s paying dividends: as of March the firm now has AuM in excess of £5.1 billion.
HNWs may be worried about market volatility and geopolitical risk, but Waverton’s strong track record for investing in global high-performing companies helps reassure the client: ‘We can’t avoid all market corrections,’ Percy admits, ‘but what we can do is ensure that client portfolios are in good shape and that they come out of any corrections ultimately better off than they were when they went in.’
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