We have a long and established history of working alongside financial advisers
Our approach is to complement the expertise of our financial adviser partners by providing a breadth of specialist investment services for all your differing client requirements.
We believe advisers are attracted to Waverton for the following reasons:
Service Excellence - we work in partnership with a limited number of financial advisory companies to ensure we provide a very high level and flexibility of service. Advisers have a dedicated support team and deal directly with the portfolio manager
Service Breadth - We provide a single point for different client needs including bespoke segregated portfolios, platform portfolios through third party platforms and multi asset funds. Our model portfolios are available exclusively to financial advisers. We also support advisory portfolios.
Portfolio Structure - Our portfolios are fully diversified and embrace all asset classes, including an expertise in the use of alternative assets to enhance portfolio diversification
Independent Assessment - We are included in Asset Risk Consultants’ Quarterly PCI report and our bespoke and platform portfolios services have both been rated as 5 Star by Defaqto. Our platform portfolios have been risk assessed by Distribution Technology.
As you would expect, we enjoy strong relationships with a wide variety of third party providers, including investment platforms, SIPP and bond providers.
We would be delighted to discuss your requirements and how we might be able to work alongside you.