Waverton invites you to their event

Adviser Investment Forum 2023: Reasons to be cheerful...1, 2, 3

About this event

Eligible for 1.5h of CPD.

Speakers

William Dinning, Chief Investment Officer

Jeff Keen, Head of Fixed Income

Jen Fisher, Head of Equities

Keynote speaker: Ian King, Business Presenter at Sky News

Hosted by

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    Jeff Keen Head of Fixed Income @ Waverton Investment Management

    Jeff joined the company in June 2009 and is a Director and Head of Fixed Income. He is a member of the Asset Allocation Committee and the lead manager of the Waverton Global Strategic Bond Fund and the Waverton Sterling Bond Fund. He is also lead manager of the Protection Strategy which was launched in April 2016. He is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

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    Jennifer Fisher Head of Equities @ Waverton Investment Management

    Jennifer re-joined the company in May 2017 as Head of Equity Research. In July 2019 she was appointed Head of Equities and as such became the Chair of the Stock Selection Committee. Jennifer was previously at Waverton from 2004-12 as a Director and US specialist managing global equity portfolios. Prior to her return, she spent 2 years consulting at Atlantic Equities LLP (formerly the US equity team at Cazenove & Co) and has over 25 years' experience in the financial services industry, with particular expertise in US equities. Jennifer began her career at Cazenove & Co as a sell-side analyst becoming Head of US Equity Research and a Director in 2001. She has an MA degree in Economics from Sidney Sussex College, Cambridge and is a Member of the Chartered Institute for Securities & Investment (CISI).

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    John Bellamy Head of Adviser Solutions @ Waverton Investment Management

    John joined the company in 2007 and is Head of Adviser Solutions and sits on the Management Committee. He joined from Credit Suisse (CS) where he was Head of Portfolio Management having carried out a variety of roles within the firm prior to that. John started his career at Buckmaster and Moore which was acquired by CS in 1987. John has a wealth of experience with Private Clients, Trusts and Charities. He is a Member of the Chartered Institute for Securities & Investment (CISI) having completed his CISI Diploma.

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    William Dinning Chief Investment Officer @ Waverton Investment Management

    Bill is Chief Investment Officer at Waverton. He is also chairman of the Asset Allocation Committee and a member of the Management Committee. Bill was previously Head of Investment Strategy at Coal Pension Trustees, helping to run the £20 billion Coal Industry pension schemes. Prior to that he had the same job title at Kames Capital in Edinburgh. He began his career with investment bank PaineWebber and also worked for investment banks Merrill Lynch and UBS Warburg in a variety of research roles in London, New York and Hong Kong.

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    Ian King Business Presenter @ Sky News

    Ian joined Sky News as business presenter in April 2014. His show, Ian King Live, is broadcast live at 10am Monday to Friday and sees Ian interview the biggest names in business, finance and economics. Ian also offers commentary and analysis on breaking news stories. Ian has interviewed two-thirds of FTSE-100 chief executives and several prime ministers from around the world. Ian has been a business journalist for national newspapers and on television for more than 25 years, working for The Telegraph, The Guardian and The Mail On Sunday. He was business editor of The Sun, where he was named business journalist of the year at the 2005 UK Press Awards and business journalist of the year in the 2007 London Press Club Awards. In 2008, Ian joined The Times as deputy business editor, before becoming business and City editor at the beginning of 2011. The department was named business team of the year at the 2012 UK Press Awards.

Waverton

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