About this event
To mark the third anniversary of the W1M Multi-Asset Fund range, we are delighted to invite you to a special webinar featuring the managers responsible for the strategy.
In conversation with Paul Ilott, Managing Director of Scopic Research, James Mee and Matthew Parkinson will discuss the development of the range over the past three years, review performance and positioning, and explore how the portfolios are designed to help investors navigate an uncertain market environment. Attendees will also have the opportunity to hear the managers' views on current market conditions and the outlook for multi-asset investing.
Hosted by
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External speaker
Paul Ilott Managing Director @ Scopic ResearchE
Paul began his career in 1991 as an independent intermediary working for a Leicester based firm advising clients on their investments. Between 2001 and 2005, whilst a member of the management team, he led the investment communications strategy and was also a member of the research team, at the intermediary firm, Bates Investment Services (which later became Honister Capital). From 2007 he led and managed the global investment communications strategy for Fidelity International’s third party multi asset business, before establishing Scopic Research in 2009. Our work often involves collaborating with other investment professionals who operate outside of our business – particularly when it comes to marketing and business development activities. However, all our research work and the unique methodologies we use, are conducted, and created in-house.
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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.
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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.
