Waverton invites you to their event

MPS performance update and global outlook Q1 2024

About this event

John Bellamy, 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

  • Guest speaker
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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.

  • Guest speaker
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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.

Waverton

We are an independent investment management house dedicated to providing a high quality service for private clients, financial advisers, charities and institutions.