Global, Active, Direct: Waverton’s New Multi-Asset Fund Range

Hosted by

• Team member
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  Peter Stewart Strategic Account Manager @ Waverton Investment Management

  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.

• Guest speaker
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  James Mee Co-Head of Multi-Asset Strategies @ Waverton Investment Management

  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.