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Waverton Investment Management
Company typePrivate
IndustryFinance
Founded1986
HeadquartersLondon, United Kingdom
Area served
Worldwide
Key people
AUM£12.7 billion [ citation needed]
Website waverton.co.uk

Waverton Investment Management is an investment management firm headquartered in Westminster, London, United Kingdom.

History

The firm was established as J. O. Hambro Investment Management in 1986. [3] It was co-founded by Richard Hambro, Lord Balniel, and David Chaplin. [4] It was named in honor of Richard Hambro's father, Jocelyn Olaf Hambro. [4] It is a completely separate company from J.O. Hambro Capital Management. [4]

The firm was acquired by Credit Suisse in 2001, [4] [5] who sold it to Somers Limited in 2013. [6] It was renamed Waverton Investment Management in 2014. [3]

In 2019, the firm acquired London-based independent financial planning and investment advisory business Timothy James & Partners. [7]

The firm had GBP £12.7 billion of assets under management as at 31 March 2022. [8]

References

  1. ^ "Nick Tucker". About Us. Waverton. Retrieved 18 August 2021.
  2. ^ "David Rosier". About Us. Waverton. Retrieved 18 August 2021.
  3. ^ a b Tanzeel Akhtar, JO Hambro rebrands as Waverton Investment Management, Interactive Investor, 13 January 2014
  4. ^ a b c d Emiliya Mychasuk, Emiko Terazono, Hambro era shift, Financial Times, 28 May 2009
  5. ^ Anousha Sakoui, Haig Simonian, Credit Suisse weighs up JOHIM sale, Financial Times, 20 May 2012
  6. ^ James Phillipps, JO Hambro Investment Management rebrands as Waverton, Citywire, 13 January 2014
  7. ^ "Waverton acquires Timothy James & Partners". www.waverton.co.uk. Retrieved 18 August 2021.
  8. ^ "Somers Limited Portfolio". www.somers.limited.