Waverton Investment Management
| Company type | Private |
|---|---|
| Industry | Finance services |
| Founded | 1986 |
| Founders | Richard Hambro, Lord Balniel, and David Chaplin |
| Headquarters | London , United Kingdom |
Area served | Worldwide |
Key people | |
| Products | Investments |
| AUM | £12.7 billion (2022) |
| Website | www |
Waverton Investment Management is a British investment management firm headquartered in Westminster, London. As of 2022, the firm had GBP £12.7 billion of assets under management.[3]
History
The firm was established as J. O. Hambro Investment Management in 1986.[4] It was co-founded by Richard Hambro, Lord Balniel, and David Chaplin.[5] It was named in honor of Richard Hambro's father, Jocelyn Olaf Hambro.[5] It is a completely separate company from J.O. Hambro Capital Management.[5]
Acquisition
The firm was acquired by Credit Suisse in 2001,[5][6] who sold it to Somers Limited in 2013.[7] It was renamed Waverton Investment Management in 2014.[4]
In 2019, the firm acquired London-based independent financial planning and investment advisory business Timothy James & Partners.[8]
References
- ^ "Nick Tucker". About Us. Waverton. Retrieved 18 August 2021.
- ^ "David Rosier". About Us. Waverton. Retrieved 18 August 2021.
- ^ "Somers Limited Portfolio". somers.limited. 31 March 2022.
- ^ a b Tanzeel Akhtar, JO Hambro rebrands as Waverton Investment Management, Interactive Investor, 13 January 2014
- ^ a b c d Emiliya Mychasuk, Emiko Terazono, Hambro era shift, Financial Times, 28 May 2009
- ^ Anousha Sakoui, Haig Simonian, Credit Suisse weighs up JOHIM sale, Financial Times, 20 May 2012
- ^ James Phillipps, JO Hambro Investment Management rebrands as Waverton, Citywire, 13 January 2014
- ^ "Waverton acquires Timothy James & Partners". waverton.co.uk. Retrieved 18 August 2021.