About this event
Join us as we celebrate the 10th anniversary of our award-winning Multi-Asset Income Fund.
James Mee, the Fund's manager since its inception in 2014, will reflect on the fund's journey over the past decade and share insights on what lies ahead...
Hosted by
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Team member
Peter Stewart Strategic Account Manager @ Waverton Investment ManagementT
Peter joined the company in 2020 and is Strategic Account Manager within the Adviser Solutions Team. Prior to joining Waverton, Peter held a range of marketing and sales positions at firms including Brooks Macdonald and Ocorian.
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Guest speaker
James Mee Co-Head of Multi-Asset Strategies @ Waverton Investment ManagementG
James joined the company in January 2013. He is Co-Head of Multi-Asset Strategies at Waverton, and lead manager of the Waverton Multi-Asset Income Fund, the Multi-Asset Growth Fund and the Portfolio Fund. He is also co-manager of the Protection Strategy and a key member of the team managing the award winning Waverton MPS. He is a member of the Asset Allocation and Institutional Stock Selection Committees, and a trustee on the Waverton Pension Scheme. James, a CFA Charterholder, won the 2022 Portfolio Adviser "Best Multi-Asset Fund - Balanced" award and won the Mixed Investment 20-60% Shares category in the 2022 Fund Manager of the Year awards.
W1M Wealth & Investment Management
With £24 billion in assets under management (AUM) and a team of c.350 professionals, W1M specialises in working with individuals, families, charities, financial advisers and institutions.
