Key Personnel - Algernon Percy
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.
- Algernon Percy
- Managing Director
Algernon joined the company in 2003 as a Private Client Portfolio Manager. He was promoted to Head of Private Clients before being appointed Managing Director in 2013. He is a member of the Asset Allocation Committee and manages the Waverton Portfolio Fund. Prior to joining Waverton he worked for nine years in the Private Client department of Mercury Asset Management (later Merrill Lynch Investment Managers). Algernon graduated from Christ Church, Oxford, in 1990 with a degree in History and is an Associate of the Chartered Institute for Securities & Investment (CISI).