Waverton appoints former Coal Pension Trustees Head of Investment Strategy

We welcome William Dinning as Head of Investment Strategy and Communications.

Waverton Investment Management announces the appointment of William (‘Bill’) Dinning as a Head of Investment Strategy and Communications, with immediate effect. 

William joins Waverton’s Asset Allocation Committee and will direct the external communication of the firm’s investment views to both existing and potential clients. He will also co-ordinate the firm’s ‘top-down’ investment strategies and help to mentor younger members of the investment team.

An Oxford graduate, William has over thirty years’ City experience having worked for firms including UBS Warburg, Merrill Lynch and Kames Capital across London, Hong Kong, Edinburgh and New York. Most recently, he was Head of Investment Strategy at Coal Pension Trustees, where he helped to run the £20 billion Coal Industry pension schemes.

Andrew Fleming, Waverton chief executive, commented, “Having worked with Bill in establishing a great asset allocation track record at Kames, I am thrilled to have someone of his calibre join the team here at Waverton. His appointment follows that of Jennifer Fisher to the newly created role of Head of Equity Research in May. William will help strengthen our investment capabilities even further, and is an important hire at a time when firms will need to generate more of their own research in the post MIFID II environment.”   

William Dinning added, “Waverton is highly regarded by both industry peers and clients. It is ambitious and well run both across its private client and growing funds business. Its commitment to excellent client service, combined with impressive investment performance, was a real draw.”

RISK WARNING: Past performance is no guarantee of future results and the value of such investments and their strategies may fall as well as rise.  You may not get back your initial investment.  Capital security is not guaranteed.