About this event
Markets rarely follow a straight path. Over the past three years, investors have navigated inflation shocks, interest-rate changes, elections, geopolitical tensions and rapidly shifting asset class performance.
The W1M Multi-Asset Fund range aims to deliver real returns through the cycle while managing downside risk. Three years on, this anniversary provides an opportunity to reflect on how diversified portfolios, active asset allocation and disciplined risk management have supported clients.
By sharing key investment insights and lessons learned, we aim to help advisers and fund selectors assess the role multi-asset investing can play in meeting client objectives.
Hosted by
-
External speaker
Matthew ParkinsonE
Matthew joined W1M in August 2019 and is a Fund Manager for the Multi‑Asset Fund Range, including the Defensive, Cautious Balanced and Growth Funds. He also manages several multi‑asset strategies, such as the Portfolio Fund and the Multi‑Asset Income, both of which have been nominated for the Fund Manager of the Year Awards several times, with the latter winning in 2022. He is a key member of the team managing the award-winning W1M MPS. In addition, Matthew is a member of the Asset Allocation Committee and Protection Strategy Team. Before joining the company, Matthew worked at Janus Henderson Investors as a Multi-Asset Analyst. Matthew graduated from Loughborough University in 2015 with a degree in Psychology, holds the Investment Management Certificate, and is a CFA Charterholder. In April 2021, he was named to Citywire's Top 30 Under 30.
-
External speaker
James MeeE
James joined the company in January 2013. He is Co-Head of Multi-Asset at W1M and Lead Fund Manager of the Waverton Multi-Asset Fund range, including the Defensive, Cautious, Balanced and Growth funds. He is also responsible for managing the Waverton Multi-Asset Income Fund, the Waverton Portfolio Fund, segregated multi-asset mandates and is part of the team responsible for W1M’s award winning MPS. James is also a member of the Asset Allocation Committee. He was nominated for the Fund Manager of the Year for four consecutive years (2022–2025) in the Mixed Investment 40–85% Shares category, and for another four years (2021–2024) in the Mixed Investment 20–60% Shares category, winning the latter in 2022. He also won the 2022 Portfolio Adviser Awards’ “Best Multi-Asset Fund - Balanced” and the 2025 Professional Adviser Awards’ “Best Balanced Fund”. James is a CFA Charterholder.
