Executive team

The investment of our client portfolios and funds is the responsibility of a team of highly experienced investment professionals. The team has on average over 20 years of individual investment experience and many have worked together for a number of years.

We place the same emphasis on management and support functions. Whether involved in the day to day management of the business, or in the direct administration of our clients’ portfolios, high standards of industry experience and practical knowledge are central to our team approach.

David Rosier

Non-Executive Chairman

An Oxford graduate, David has had a City career spanning over forty years.  Following a five-year army commission, David joined SG Warburg, becoming a Director in 1984.  Having spent eight years as a UK fund manager and latterly Head of UK Institutional Sales, he moved to head up Warburg Investment Management’s Private Client Business. read more

An Oxford graduate, David has had a City career spanning over forty years.  Following a five-year army commission, David joined SG Warburg, becoming a Director in 1984.  Having spent eight years as a UK fund manager and latterly Head of UK Institutional Sales, he moved to head up Warburg Investment Management’s Private Client Business.

In 1986, he was a founding director of Mercury Asset Management Group, which was taken over by Merrill Lynch in 1997. He became Chairman of Private Investors at MLIM and sat on the Executive Management Committee.  In 2003, he became a founding partner of wealth management boutique Thurleigh Investment Managers LLP.

David is a former Commissioner of the Royal Hospital Chelsea and former chairman of the advisory board for the Armed Forces Common Investment Fund.  He is a trustee of the Nuffield Trust for the Forces of the Crown and the Battle of Britain Memorial Trust. read less

Andrew Fleming

Chief Executive Officer

Andrew joined Waverton in July 2015 as chief executive with over 30 years of investing and business experience.  He was most recently chief executive of Kames Capital (previously Aegon Asset Management).  He began his career at Gartmore Investment Management where he held a number of investment and management positions including running their Tokyo office and their US joint venture, culminating in the role of Head of Equities. read more

Andrew joined Waverton in July 2015 as chief executive with over 30 years of investing and business experience.  He was most recently chief executive of Kames Capital (previously Aegon Asset Management).  He began his career at Gartmore Investment Management where he held a number of investment and management positions including running their Tokyo office and their US joint venture, culminating in the role of Head of Equities.  After fourteen years at Gartmore, he joined ABN AMRO Asset Management, where he served as CIO and Global Head of Portfolio Management and was also involved in advising wealthy families on their investments.  Andrew read History at the University of York, is a trustee of the Rank Foundation and a member of the Investment Committee of the National Trust. read less

Algernon Percy

Managing Director

Algernon Percy graduated from Christ Church, Oxford, in 1990 with a degree in History. He worked in the Private Client department of Mercury Asset Management (later Merrill Lynch Investment Managers) for nine years, before joining this company in 2003. He became Head of Private Clients, and then in 2013 was appointed Managing Director. read more

Algernon Percy graduated from Christ Church, Oxford, in 1990 with a degree in History. He worked in the Private Client department of Mercury Asset Management (later Merrill Lynch Investment Managers) for nine years, before joining this company in 2003. He became Head of Private Clients, and then in 2013 was appointed Managing Director. Algernon sits on the Asset Allocation Committee and manages Waverton the Portfolio Fund. read less

Charles Jillings

Non-Executive Director

Charles Jillings is chief executive of ICM Investment Management Limited and a director of ICM Limited, which are joint portfolio managers of UIL Limited (“UIL”) and Utilico Emerging Markets Trust plc (“UEM”), and he is responsible for the day to day running of UIL and UEM. read more

Charles Jillings is chief executive of ICM Investment Management Limited and a director of ICM Limited, which are joint portfolio managers of UIL Limited (“UIL”) and Utilico Emerging Markets Trust plc (“UEM”), and he is responsible for the day to day running of UIL and UEM. He has been a director of a number of listed and unlisted companies. Charles is currently a director of Somers Limited, Waverton Investment Management Limited, Westhouse Holdings plc, Merrion Limited, Keytech Limited, Global Equity Risk Protection Limited and Vix Investments Limited. read less

David Morgan

Non-Executive Director

David Morgan has over thirty-five years' experience in international banking, building his career at Standard Chartered Bank in Europe and the Far East and becoming Chief Executive for the UK and Europe in 1998. Since leaving Standard Chartered in 2003, he has been involved in a wide range of business advisory and non-executive roles and is currently a Non-Executive director of Somers Limited, Deputy Chairman of Bermuda Commercial Bank and a Non-Executive Director of PCF Group plc.

David Morgan has over thirty-five years' experience in international banking, building his career at Standard Chartered Bank in Europe and the Far East and becoming Chief Executive for the UK and Europe in 1998. Since leaving Standard Chartered in 2003, he has been involved in a wide range of business advisory and non-executive roles and is currently a Non-Executive director of Somers Limited, Deputy Chairman of Bermuda Commercial Bank and a Non-Executive Director of PCF Group plc. read less