About this event
Kyle Thomas, Business Development Manager and Jim Mackie, Portfolio Manager provide an overview of the key drivers of portfolio performance, portfolio positioning and our global outlook.
Hosted by
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Guest speaker
Jim Mackie Portfolio Manager @ Waverton Investment ManagementG
Jim joined Waverton in May 2019 as portfolio manager within the Managed Portfolio Service (MPS). He previously worked for Brooks Macdonald where he was an Investment Director within the Multi Asset team, co-managing the Managed Portfolio Service and multi asset fund range. Jim started his career at James Capel Investment Management in 1997 and has extensive knowledge of the wealth management industry and has managed assets for a wide variety of clients during his career. He has a BSc from Oxford Brookes University and is a Chartered fellow of the Chartered Institute for Securities & Investment (CISI).
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Team member
Kyle ThomasT
Kyle joined Waverton in September 2024 and is the Business Development Manger for the North of England, building and maintaining trusted business relationships with financial professionals and consulting on central investment proposition construction and broader investment management services. Kyle has previously supported financial advisers at AJ Bell, Brooks Macdonald and Parmenion. Kyle is a graduate of Manchester Metropolitan University with a degree in Geography.
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.
