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David Welch
Chief Financial Officer at Waverton Investment Management
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Work Experience
Chief Financial Officer
Apr 1997 - Present · 27 years and 8 months
Company Details
Waverton is an award-winning investment management house dedicated to creating high-quality investment solutions and providing bespoke, personal service for private clients, charities, financial advisers and institutions. Our focus is on generating attractive real returns for our clients over the long term, using an active, flexible approach through segregated portfolios or specialist funds. We attach huge importance to investing in what we believe to be the best ideas worldwide, be that in stocks, funds, fixed interest or alternative asset classes. All our decisions are based on rigorous in-house analysis and our research team conducts around 1,000 company meetings a year, both in the UK and overseas. Environmental, social and governance (ESG) principles are embedded throughout our investment process and we actively engage with company management, voting on our largest shareholdings to encourage positive change.
Year Founded
1986
Social Media
Linkedin
Industry
Financial Services, Finance houses, Financial and insurance services, Business Services
HQ Location
16 Babmaes Street London, SW1Y 6AH, GB
Keywords
Bespoke Investment SolutionsDiscretionary Investment ManagementPersonalised Client Servicesand Managed Portfolio Service
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