View all newsletters
Have the short, sharp Spear's newsletter delivered to your inbox each week
  1. Wealth
February 8, 2022updated 09 Feb 2022 11:24am

Spear’s Wealth Management Awards Winner Interview: Mary Haly, Waverton

By Rory Sachs

After winning the 2021 Spear’s Wealth Management Award for HNW Wealth Manager of the Year, Mary Haly of Waverton discusses her biggest successes of the past year

It’s been a whirlwind three years for Mary Haly since she joined Waverton. Having grown her team’s assets under management from £60 million to just short of £200 million, her results speak for themselves. But she notes that much of her success has been achieved by building and cultivating existing client relationships. ‘I’ve been quite successful in doing that,’ she notes with an understated confidence. ‘We’re very focused on clients. They are treated individually and they really love that – they get a lot of attention.’

Collectively, the teams at Waverton know ‘100 stocks really well and 30 to 40 incredibly well’, says Haly. ‘I think clients feel that the companies they are investing in are really well researched, and are tomorrow’s companies for investment.’

With markets at all-time highs, some wonder whether a correction is coming. But Haly remains sanguine: ‘With opening up, and with the fact that quite a lot of people have been savers, we do think the propensity to spend will continue and we will see profitability improve.’

Haly has also spearheaded the firm’s enhanced responsible investment service, which serves ‘clients who want to focus on emphasising helping the environment, health and wellbeing, and positive social practices’. She connects this to family fishing expeditions in South Africa, where she grew up. Noting the calming properties of time spent out on the water, she adds: ‘I would say you feel very close to God, or very close to nature. You can spend quite a lot of time when nothing happens, and then it all goes completely frenetic.’

Her firm certainly seems to be sailing in the right direction – partly thanks to its philosophy of being ‘investment-led, client-driven’. Haly concludes: ‘We feel that Waverton is starting to gain momentum.’

Image: Sebastian Nevols

Content from our partners
How Flygreen is ascending into the future of private aviation
Stoneweg, Icona, and CBH Strengthen Partnership with Cromwell Acquisition, Adding €4 Billion AUM to Stoneweg
Why investors should consider investing in nature

Select and enter your email address The short, sharp email newsletter from Spear’s
  • Business owner/co-owner
  • CEO
  • COO
  • CFO
  • CTO
  • Chairperson
  • Non-Exec Director
  • Other C-Suite
  • Managing Director
  • President/Partner
  • Senior Executive/SVP or Corporate VP or equivalent
  • Director or equivalent
  • Group or Senior Manager
  • Head of Department/Function
  • Manager
  • Non-manager
  • Retired
  • Other
Visit our privacy policy for more information about our services, how Progressive Media Investments may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications.
Thank you

Thanks for subscribing.

Websites in our network