About this event
George Bromfield, Head of Adviser Solutions and William Dinning, CIO provide an overview of the key drivers of portfolio performance, portfolio positioning and our global outlook.
Hosted by
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Guest speaker
William Dinning Chief Investment Officer @ Waverton Investment ManagementG
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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Guest speaker
George Bromfield Head of Adviser Solutions @ Waverton Investment ManagementG
George joined Waverton in 2024 and is Head of Adviser Solutions, as well as managing investment portfolios for clients and their professional advisers. He joined from Brooks Macdonald where he was a Senior Investment Director and Head of London, having joined the firm in 2007 as a graduate trainee. Over his 16 years with Brooks Macdonald, George performed various roles, including leading the Emerging Markets Research for a number of years, managing client and adviser investment portfolios and heading up London investment teams.
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.
