{{Short description|Investment management firm}} {{Use dmy dates|date=February 2025}} {{Use British English|date=September 2015}} {{Infobox company | name = Waverton Investment Management | logo = | type = Private | industry = Finance services | foundation = {{start date and age |1986 }} | founders = Richard Hambro, Lord Balniel, and David Chaplin | location_city = London | location_country = United Kingdom | key_people = {{Unbulleted list|Nick Tucker (CEO)<ref>{{cite web |title=Nick Tucker |url=https://www.waverton.co.uk/about-us/our-people?person=Nick-Tucker |work=About Us |publisher=Waverton |access-date=2021-08-18}}</ref> | David Rosier (Chairman)<ref>{{cite web |title=David Rosier |url=https://www.waverton.co.uk/about-us/our-people?person=David-Rosier |work=About Us |publisher=Waverton |access-date=2021-08-18}}</ref>}} | area_served = Worldwide | aum = £12.7 billion (2022){{cn|date=March 2022}} | products = Investments | homepage = {{URL |http://www.waverton.co.uk }} }}
'''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.<ref>{{Cite web |title=Somers Limited Portfolio |url=https://www.somers.limited/portfolio/ |website=somers.limited |date=31 March 2022}}</ref>
==History== The firm was established as J. O. Hambro Investment Management in 1986.<ref name="interactiveinvestor">Tanzeel Akhtar, [http://www.iii.co.uk/articles/140704/jo-hambro-rebrands-waverton-investment-management JO Hambro rebrands as Waverton Investment Management], ''Interactive Investor'', 13 January 2014</ref> It was co-founded by Richard Hambro, Lord Balniel, and David Chaplin.<ref name="fterashift">Emiliya Mychasuk, Emiko Terazono, [https://www.ft.com/content/68a7be4c-4b1e-11de-87c2-00144feabdc0 Hambro era shift], ''Financial Times'', 28 May 2009</ref> It was named in honor of Richard Hambro's father, Jocelyn Olaf Hambro.<ref name="fterashift"/> It is a completely separate company from J.O. Hambro Capital Management.<ref name="fterashift"/>
==Acquisition== The firm was acquired by Credit Suisse in 2001,<ref name="fterashift"/><ref name="ftanousha">Anousha Sakoui, Haig Simonian, [https://www.ft.com/content/2c615836-a29f-11e1-a605-00144feabdc0 Credit Suisse weighs up JOHIM sale], ''Financial Times'', 20 May 2012</ref> who sold it to Somers Limited in 2013.<ref name="citywire">James Phillipps, [http://citywire.co.uk/new-model-adviser/news/jo-hambro-investment-management-rebrands-as-waverton/a727413 JO Hambro Investment Management rebrands as Waverton], ''Citywire'', 13 January 2014</ref> It was renamed Waverton Investment Management in 2014.<ref name="interactiveinvestor" />
In 2019, the firm acquired London-based independent financial planning and investment advisory business Timothy James & Partners.<ref>{{Cite web|title=Waverton acquires Timothy James & Partners|url=https://www.waverton.co.uk/media-centre/news-and-updates/waverton-acquires-timothy-james-and-partners|access-date=2021-08-18|website=waverton.co.uk}}</ref>
==References== {{Reflist}}
Category:Privately held companies based in London Category:Financial services companies established in 1986 -
{{London-stub}}